Asset Allocation Podcasts

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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

465

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.

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Resonanz Spotlight

Vincent Weber

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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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The Wealth Enterprise Briefing

WE Family Offices

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7d ago0w ago

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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.

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Dakota Live! Podcast

Robert Morier

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The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.

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Rich Pickings: Fidelity's Asset Allocation Podcast

Fidelity International

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27d ago3w ago

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Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From ...

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Alt Investing Made Easy

AltInvestingMadeEasy LLC

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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...

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The IRF Podcast

irfpodcast

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Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.

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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...

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Insights Now

Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

128

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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.

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The Alt Asset Allocation Podcast

Ben Lakoff

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2+ y ago2+ y ago

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The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor.

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Perspectives

MSCI Inc

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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.

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The Money with Katie Show

Morning Brew

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Finance bros are out, #RichGirls are in. Join Money with Katie and her guests for conversations about where the economic, cultural, and political meet the practical personal finance education that everyone needs. Listen weekly on Wednesdays.

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The Institutional Edge: Real allocators. Real alpha.

Angelo Calvello

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4d ago4d ago

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Welcome to The Institutional Edge: Real allocators. Real alpha! Dr. Angelo Calvello hosts this exciting new podcast partnership with Pensions & Investments, designed to cut through the noise in institutional investing. Unlike other investment podcasts filled with vendor pitches and rambling biographical stories, this series delivers focused 30-minute episodes featuring real asset owners who actually deploy capital. Get ready for authentic insights that challenge conventional thinking and hel ...

201
Market Narratives

Investment Magazine

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2y ago2y ago

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Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes f ...

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Markets Outlook

CoinDesk

146

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12d ago1w ago

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Tune in as CoinDesk runs down the action across crypto markets and some of the most important recent industry developments.

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The Memo by Howard Marks

Oaktree Capital Management

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14d ago2w ago

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On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.

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Mint Equitymaster Investor Hour

Mint - HT Smartcast

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Mint Equitymaster Investor Hour is a weekly podcast dedicated to learning from the best investment minds of our times. Tune in with host Rahul Goel, the CEO of one of India’s most respected independent research companies, Equitymaster, for a lot of learning that could help you make better decisions in life and investing. This is a Mint production, brought to by HT Smartcast.

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InCharge Radio's Podcast

InCharge Radio

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Brought to you by InCharge Education Foundation.

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Resolve Riffs Investment Podcast

ReSolve Asset Management

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Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...

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Radical Personal Finance

Joshua Sheats

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24d ago3w ago

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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.

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Mint Delhi Decoded

Mint - HT Smartcast

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4+ y ago4+ y ago

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Delhi is a special state and has a multi-tiered level of governance which makes the intersection between urban governance and national politics extremely nuanced. This intersection, more often than not, sets precedence, for how other states react. Through this weekly podcast, Pretika Khanna, discusses her city, Delhi and decodes some of the issues that affect Delhi-dwellers and the rest of the India, alike. This is a Mint production brought to you by HT Smartcast.

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Insight for outcomes

Investment Magazine

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2+ y ago2+ y ago

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This podcast series brings you timely insights from investment experts responsible for finding new opportunities and managing risk. We discuss vital issues relevant to investment professionals working across asset classes.

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Voice of FinTech®

Rudolf Falat

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25d ago3w ago

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Aiming to inspire entrepreneurs around the world to launch their new ventures. Connect FinTech enthusiasts with start-ups, incubators, accelerators, investors and incumbents.

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The Small Business Millionaire

Jeff Wiener

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4+ y ago4+ y ago

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The Small Business Millionaire podcast teaches you the secret small business strategies that the most successful entrepreneurs use to build profitable and growing businesses, and then, the magic formula for creating personal wealth beyond your greatest dreams. Our blog host, Jeff Wiener, ran a profitable and cash-flow positive business for 288 months in-a-row, including managing through three recessions, and sold his 50-employee small business in 2017 for 8-figures. Jeff will guide you throu ...

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Compound Insights

CFA Society New York

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6d ago6d ago

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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.

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The Meb Faber Show - Better Investing

The Idea Farm

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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 ...

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Dev Raga Personal Finance

Dev Raga

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Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.

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SA For FAs

Seeking Alpha

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4y ago4y ago

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SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.

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Brown Advisory CIO Perspectives

Brown Advisory

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30d ago4w ago

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Welcome to our Investment Podcast where our CIOs explore issues of the day with leading investors from inside and outside Brown Advisory.

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Retire Sooner with Wes Moss

Wes Moss

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Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...

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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners

Catholic Financial Planners Network

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4d ago4d ago

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Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com

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Flirting with Models

Corey Hoffstein

181

112

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13d ago1w ago

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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.

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The Above Board Podcast

CandorPath Financial

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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...

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Get Stacked Investment Podcast

Rodrigo Gordillo, Corey Hoffstein

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13d ago1w ago

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Join Corey Hoffstein and Rodrigo Gordillo as they explore the world of return stacking with insights from leading experts and real-world applications. Break away from traditional portfolio construction and rethink successful investing.

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Center For Investment Excellence

J.P. Morgan Asset Management

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2M ago9w ago

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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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The Financial Advocate

Colin Meeks

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Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financ ...

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Modern Financial Advisor

finservMarketing

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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.

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Best In Wealth Podcast

Scott Wellens

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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...

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The Advice Business Podcast

Seeds

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3d ago3d ago

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Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...

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The Allocation Agenda

Dasseti

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2M ago6w ago

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The Allocation Agenda podcast bridges the gap between innovation and insight, bringing together the brightest minds among visionary allocators and investment managers. Our mission is to build a living repository of cutting-edge knowledge powered by the collective expertise of your peer community. We serve as a platform for connection, collaboration, and growth. Join us as we delve into institutional investors' challenges in achieving risk-appropriate returns and how managers adapt to an incr ...

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Masters in Business

Bloomberg

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Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.

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Podcasts – FNCE 2280 – Investments

Ted Noakes

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Video Lecture for NAIT FNCE2280 Online Students

show series

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The AI Implementation Gap: What's Stopping Asset Allocators? 34:20

2d ago34:20

34:20

"I feel like the adoption of an AI tool could potentially eliminate the need for other existing tools - it might not be a net add, it could be a net efficiency gain." - Melissa Lopez In this episode, Angelo Calvello of The Institutional Edge interviews Melissa Lopez, former Managing Director at James Irvine Foundation, about AI integration in insti…

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Why is asset allocation so important? 21:56

7d ago21:56

21:56

Watch the video version on YouTube. As economic and policy environments shift, understanding how tactical and strategic asset allocation can adapt is crucial for financial advisors and investors alike. Balancing long-term views with short-term market movements, our Multi-Asset Solutions team highlights the opportunities presented by volatility and …

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From Asset Allocation to Market Trends: Tools for Thoughtful Retirement Planning 37:31

7d ago37:31

37:31

Get ready to rethink retirement with Wes Moss and Christa DiBiase as they examine the realities of investing, financial security, and planning for a fulfilling future. This episode of the Retire Sooner Podcast delivers actionable insights, practical frameworks, and real-world examples to inform your retirement planning decisions. Hear a retirement …

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Asset Allocation 1:01

11d ago1:01

1:01

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A Golden Moment for Asset Allocation? | Mike Philbrick | #593 55:41

13d ago55:41

55:41

Today’s returning guest is Mike Philbrick, CEO of ReSolve Asset Management and Founding Member of the Return Stacked Team. In today’s episode, Mike discusses the evolving role of gold and Bitcoin in investment portfolios given the current economic landscape. He explores the historical performance of gold, its risk premium, and how it can help negat…

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“Global Asset Allocation in a Rapidly Evolving Digital Asset Landscape”, Hamza Ghani, ABCG Research 26:22

21d ago26:22

26:22

David Osman of IRF is joined by Hamza Ghani, the Head of Crypto Research at ABCG Research. ----more---- In this podcast, Hamza explains the rapidly evolving crypto asset landscape from Bitcoin and altcoins to stablecoins and tokenized instruments. In doing so, he reviews the emerging regulatory environment and discusses other important factors, suc…

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The Powerful 0.01% Spending Rule, Making Career Shifts, & When to Adjust Your Asset Allocation 46:27

25d ago46:27

46:27

In today’s episode with fellow money nerd, Nick Maggiulli, author of The Wealth Ladder and writer of Of Dollars & Data: 🫐 Why you might be spending too much time agonizing over small consumption choices 🤔 How to approach a risky career shift when you’ve already built financial momentum 📈 What the largest risks and opportunities are once you’ve ecli…

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AI in Asset Allocation and Investment Management with CBS Prof. Harry Mamaysky, CIO of QuantStreet Capital (USA) 43:03

26d ago43:03

43:03

Harry Mamaysky, Professor at Columbia Business School and Chief Investment Officer at QuantStreet Capital, spoke with Rudolf Falat, founder of the Voice of FinTech podcast, about AI potential for investment management and asset allocation. Here is what they covered: Harry – what's your background? How did you get to what you do today? Why re-join a…

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We have news! 1:06

27d ago1:06

1:06

A short message to our Rich Pickings listeners about our new podcast series on the Fidelity Answers channel. Subscribe here. See omnystudio.com/listener for privacy information.By Fidelity International

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Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595 1:05:58

2h ago1:05:58

1:05:58

Subscribe to YouTube Today’s guest is Bob Elliott, CEO and CIO of Unlimited, which uses machine learning to create low-cost index replications of 2&20 style alternative investments. Prior to founding Unlimited, Bob served on the Investment Committee at Bridgewater Associates and led Ray Dalio’s investment research team for nearly a decade. In today…

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Moody's Analytics Chief Economist Mark Zandi on the US Economy 1:08:42

2d ago1:08:42

1:08:42

Barry speaks with Mark Zandi, chief economist at Moody's Analytics about his career and the state of the US economy today. See omnystudio.com/listener for privacy information.By Bloomberg

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E:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial Partners 30:56

3d ago30:56

30:56

In this episode of Alt Investing Made Easy, Charles Heinzelman discusses premium finance, its benefits for high net worth individuals, and the importance of tax planning. He shares insights on networking, compliance in finance, and lessons learned from the financial crisis. Charles emphasizes the significance of personal philosophy in professional …

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Social Security, Taxes, REITs, and More: Exploring Key Retirement Planning Topics 41:34

28m ago41:34

41:34

Discover how money choices today can influence your financial confidence and retirement happiness in this engaging episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase. Gain perspective on retirement planning strategies, Social Security rules, tax considerations, and investing trends that could shape your financial journey. • Exam…

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At The Money: Buying into the Ownership Society 16:38

4d ago16:38

16:38

How would you like to move from Labor to Capital? You can, by shifting some of your compensation from cash to equity. There are some tricky tax rules to learn, but potentially big gains to be had. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Rit…

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From Shiny Objects to Smart Tech: Maximizing Advisor Tech ROI with Laura Holt, CFP® 41:52

1d ago41:52

41:52

Is your tech making your client experience better or just busier? In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna sit down with Laura Holt, CFP®, founder & CEO of WealthTech Matchmaker, to tackle one of wealth management’s toughest challenges: scaling a personalized, human-first client experience with the right techno…

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Dakota Live! Podcast: Consistency and Culture with CIBC Private Wealth 37:02

1d ago37:02

37:02

In this episode of Dakota Live! Podcast, we sit down with Angela Williams, a Senior Investment Analyst at CIBC Private Wealth in Boston. Angela brings over 25 years of industry experience to her role, where she is responsible for manager due diligence and selection for CIBC Private Wealth's Multi-Manager Investment Program. Angela shares her insigh…

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God Blesses Yeses: What Long-Term Commitment Teaches About Wealth | Jessica Chominski 42:50

1d ago42:50

42:50

Today, Ben welcomes Jessica Chominski—financial advisor, Army Reservist, and mother of six—for a conversation that explores the intersection of vocation, sacrifice, and financial stewardship through a deeply Catholic lens. Jessica shares her journey from aspiring social worker and crisis pregnancy center founder to military officer and faith-driven…

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On Worthwhile Side Hustles, Financial Tradeoffs, & Frustration with American Politicians 1:36:52

4d ago1:36:52

1:36:52

In today’s Rich Girl Roundup, we’re discussing a wide range of alternately nerdy and controversial (sometimes both) topics: 🩹 The role of insurance around the fear of impending doom 🏃 When side hustles are worthwhile 🧮 How to calculate opportunity costs when you have both savings and loans as options on the table 🤑 The theoretically rigorous case f…

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534 what is depreciation? 15:36

1d ago15:36

15:36

In today's episode, Dev explains what depreciation is, how it works and how it can save you on tax, particularly if you own a property or run a business. He covers: 👉🏾 what is depreciation? 👉🏿 types of depreciating assets 👉🏻 why it's so important 👉 concepts within depreciation 👉🏼 the two methods - prime cost & diminishing value 👉🏽 and practical exa…

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Ryan Teal, Head of ODD – Albourne (EP.59) 50:05

2d ago50:05

50:05

Ryan Teal is a Partner and Head of Operational Due Diligence at Albourne, a global investment consulting firm. Ryan and I talk about the role of AI within the ODD lens. Whether you’re an ODD practitioner or a manager trying to understand current trends you will want to take a listen. Ryan shares their approach on using AI as well as some recent sur…

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Chris Vella, CFA: What's on the mind of the CIO of BNY 17:46

5d ago17:46

17:46

Chris Vella, CFA shares where he thinks OCIOs are headed and how investors are viewing alternatives and moreBy CFA Society New York

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CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital) 55:40

3d ago55:40

55:40

This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a …

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CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine) 45:09

3d ago45:09

45:09

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CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine) 54:25

3d ago54:25

54:25

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The Secret to Stress-Free Investing, Ep #262 21:02

6d ago21:02

21:02

We all have some worries, those everyday anxieties that creep into our lives—money, kids, jobs, and adding more stress to your life in the form of an investment portfolio can seem like too much at times. So this week, I’m sharing how understanding one key financial theory can transform your approach to investing and seriously lower your stress. Thi…

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The Public Service Civil Relief Act 1:01

6d ago1:01

1:01

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The Parallels of Past and Present in Finance - Mark Higgins | #594 59:07

7d ago59:07

59:07

Today’s guest is Mark J. Higgins, a Senior VP for IFA Institutional, where he focuses on providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on financial history. In today’s episode, Mark explores the parallels betw…

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Tariffs, The Fed, and Macro Focus with Morgan Stanley’s Ellen Zentner 1:16:34

9d ago1:16:34

1:16:34

Barry speaks with Ellen Zentner, Chief Economist Strategist and Global Head of Thematic and Macro Investing for Morgan Stanley Wealth Management and a member of the Firm’s Global Investment Committee. She and her team are responsible for generating event-driven and forward-looking secular thematic insights, identifying how they can contribute to Mo…

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Strong Markets, Weak Data: What Families Should Pay Attention to Now 15:40

10d ago15:40

15:40

Economic headlines have been mixed all year, but recently, the tone of the data has shifted. In this episode of The Wealth Enterprise Briefing, Michael Zeuner is joined by Sam Sudame to revisit the macroeconomic picture and unpack what's showing up in both soft and hard data as of late summer 2025. They discuss the delayed impact of tariff policy, …

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Servicemember's Civil Relief Act 1:01

8d ago1:01

1:01

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Secondaries First: Accessing Innovation Before the IPO 33:48

7d ago33:48

33:48

The world's most innovative companies - leaders in AI, fintech, space tech and beyond - are staying private longer and growing bigger before going public. That means much of today's growth story is unfolding out of reach for many investors. In this episode MSCI's Mehdi Alighanbari, Caplight's Javier Avalos and Derek Yan of KraneShares discuss the f…

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E49: Unlocking Small Business Success with Wade Bruffey 42:00

11d ago42:00

42:00

In this episode, Wade Bruffey from Main Street Securities discusses the growing asset class of small business acquisitions, emphasizing the importance of owner-operators and the financing landscape. He shares insights from his personal journey in the industry and highlights the role of his company in supporting entrepreneurs in their acquisition en…

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At The Money: What Does it Take to Buy Your Own Jet? 18:30

11d ago18:30

18:30

Have you ever thought about buying your own plane? It may not be as out of reach as you imagine. Sure, it’s not cheap, with maintenance, fuel, repair, and hangar costs, but the private aviation industry wants you to know there's a plane for nearly every budget. See omnystudio.com/listener for privacy information.…

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MFA PODCAST 6 Retirement Income Planning Simplified 13:43

8d ago13:43

13:43

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Dakota Live! Podcast: Venture Capital Fund of Funds and the Emerging Manager Outlook with Slipstream Investors 53:11

8d ago53:11

53:11

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Edelson, Founder & General Partner of Slipstream Investors, a venture capital fund of funds dedicated to backing emerging pre-seed and seed-stage managers. Alex shares his unique journey from law to venture capital, his lessons as Chief Strategy Officer and COO at Q…

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Internet Telephony 1:01

9d ago1:01

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533 concessional contributions are maxed, div 296 tax + how much do I need to retire with Vince Scully (part 2) 49:36

9d ago49:36

49:36

Today's episode is the second half of Dev's chat with Vince Scully from Life Sherpa (listen to last week's episode for part 1!), where Dev and Vince discuss: 👉🏻 should you make non concessional contributions or invest outside super? 👉 the div 296 tax 👉🏼 how much do you need in retirement Check out Dev's episode on Div 296 here: Apple Podcast | Spot…

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Free Advice and Services for Military Veterans 1:01

10d ago1:01

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An Asset Allocator's AI Use Cases, Implementation Strategy, and Wishlist with Mark Steed 36:07

9d ago36:07

36:07

What happens when a retirement fund's AI models start outperforming human investment decisions? In this episode of The Institutional Edge, host Angelo Calvello, CEO of Rosetta Analytics, interviews Mark Steed, Chief Investment Officer of the Arizona Public Safety Personnel Retirement System. Mark discusses his hands-on approach to implementing AI i…