Asset Allocation Podcasts

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1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

384

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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.

2301
Resonanz Spotlight

Vincent Weber

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21d ago3w ago

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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.

1
Perspectives

MSCI Inc

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9d ago1w ago

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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 Wealth Enterprise Briefing

WE Family Offices

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15h ago15h 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.

1
Dakota Live! Podcast

Robert Morier

151

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3d ago3d ago

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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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The IRF Podcast

irfpodcast

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6d ago6d ago

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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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10d ago1w ago

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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 ...

1
Alt Investing Made Easy

AltInvestingMadeEasy LLC

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2d ago2d ago

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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 Rational Reminder Podcast

Benjamin Felix, Cameron Passmore, and Dan Bortolotti

563

403

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A weekly reality check on sensible investing and financial decision-making, from three Canadians. Hosted by Benjamin Felix, Cameron Passmore, and Dan Bortolotti, Portfolio Managers at PWL Capital.

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The Alt Asset Allocation Podcast

Ben Lakoff

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3y ago3y 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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The Institutional Edge: Real allocators. Real alpha.

Angelo Calvello

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3d ago3d 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 ...

1
Rare Earth Advantage

REA

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28d ago4w ago

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"Rare Earth Advantage: Daily Edge for Institutional Capital" The definitive rare earth elements briefing for institutional allocators managing nine-figure portfolios. Every episode delivers critical market data, supply chain developments, and production capacity updates across neodymium, dysprosium, terbium, and praseodymium markets. What You Get: Real-time rare earth pricing intelligence and market movements Supply chain disruption analysis and geopolitical impact assessment Production capa ...

1
Rich Pickings: Fidelity's Asset Allocation Podcast

Fidelity International

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3M ago12w 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 ...

1
Center For Investment Excellence

J.P. Morgan Asset Management

179

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23h ago23h 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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Market Narratives

Investment Magazine

135

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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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The Memo by Howard Marks

Oaktree Capital Management

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3d ago3d 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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Your Money Guide on the Side

Tyler Gardner

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4d ago4d ago

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Your go-to podcast for mastering money and investing. Hosted by Tyler Gardner, a trusted influencer with over 2.5M followers, Your Money Guide on the Side simplifies the complex, adds nuance to what seems simple, and connects you with the brightest minds in finance, investing, and business. Whether you’re just starting or leveling up, this is your one-stop resource to navigate your own finances with clarity, confidence, and a bit of fun. Let’s get you one step closer to where you need to be.

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Mint Equitymaster Investor Hour

Mint - HT Smartcast

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2+ y ago2+ y ago

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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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Resolve Riffs Investment Podcast

ReSolve Asset Management

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1M ago4w ago

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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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Market Moment Podcast

Mach 1 Financial Group

299

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3d ago3d ago

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The Market Moment is an educational finance podcast for the everyday investor.

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Get Stacked Investment Podcast

Rodrigo Gordillo

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9d 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.

1
Radical Personal Finance

Joshua Sheats

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7d ago0w 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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Gold Dragon Daily

Gold Dragon Investments

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7h ago7h ago

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Mint Delhi Decoded

Mint - HT Smartcast

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5y ago5y 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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Insights Now

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

137

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1d ago1d ago

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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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BMO ETFs: Views from the Desk

BMO Exchange Traded Funds

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In these timely episodes, we provide the latest investment news and expert commentary on the markets, the economy and investing.

1
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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Brown Advisory CIO Perspectives

Brown Advisory

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9d ago1w 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.

51
Barclays Private Bank Podcasts

Barclays Private Bank

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5d ago5d ago

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Insights and analysis from leading investment, property and philanthropy experts within Barclays Private Bank. This series of podcasts will look at the trends, challenges and opportunities for those investing, buying property and giving in these turbulent times. privatebank.barclays.com/insights

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The Wealth Show

Citywire

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9d ago1w ago

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Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.

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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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The Peel with Turner Novak

Turner Novak

116

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24h ago24h ago

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Exploring the world’s greatest startup stories. Get a behind the scenes look into the founding stories of your favorite companies. Learn how the industries they operate in actually work, and learn playbooks and tactics you can use to launch and scale your own business.

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Dev Raga Personal Finance

Dev Raga

106

346

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4d ago4d ago

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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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The Meb Faber Show - Better Investing

The Idea Farm

884

671

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17m ago17m ago

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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 ...

1
BMO Smarter Investing

BMO

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15d ago2w ago

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BMO Smarter Investing is a podcast series that's all about helping you make smarter investment decisions. Join top BMO economists Douglas Porter, Sal Guatieri, and Jennifer Lee each month as they discuss the latest market developments and insights. For more information about how you start investing with confidence, visit bmo.com/onlineinvesting.

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The Allocation Agenda

Dasseti

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16d ago2w 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 ...

1
SA For FAs

Seeking Alpha

366

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4+ y ago4+ y 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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Finishing Well

Truth Network

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6d ago6d ago

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Finishing Well, brought to you by Cardinalguide.com, with Certified Financial Planner, Hans Scheil. On Finishing Well we will examine topics such as social security, Medicare, IRA's, Long Term Care, Life Insurance, Investments, and taxes to assist families in finishing well. We will break down all the complicated information around retirement topics to make it easily understandable for everyone: from people who have been planning retirement for years to those who have just started. Join us i ...

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

Catholic Financial Planners Network

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10d ago1w 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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New Focus on Wealth with Chad Burton

Chad Burton

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21d ago3w ago

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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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The Financial Advocate

Colin Meeks

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3d ago3d ago

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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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StoryLens Podcast

StoryOne

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15d ago2w ago

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The StoryOne StoryLens Podcast puts the focus on you. We believe your wealth is about more than numbers; it's about your story, your values and the legacy you want to leave behind. Each episode explores how stewardship, structure and story come together to shape meaningful wealth management for families with complex needs. Whether we're talking estate planning, business succession, charitable giving or building a cohesive advisory team, the goal is to share insights grounded in heart-led str ...

show series

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The Right Mix: Finding Your Family's Asset Allocation 43:00

15d ago43:00

43:00

True wealth goes beyond numbers, it's about purpose, values, and legacy. In this StoryLens Podcast episode, the StoryOne partners share how families can approach asset allocation with wisdom. Evaluating both private and public markets, they unpack opportunities, risks, and lessons for building a balance sheet that aligns with your story.…

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What is the Best Asset Allocation For Retirees? 24:53

17d ago24:53

24:53

In this episode of The Market Moment, financial professionals Matt, Lee, and John dive deep into one of the most frequently asked questions: What is the ideal asset allocation when entering retirement? The discussion covers: -The importance of balancing growth vs. safety as retirement approaches -Common mistakes retirees make with overly conservati…

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Simplify Your Portfolio with Asset Allocation ETFs 17:49

22d ago17:49

17:49

Today, we have a special treat for our listeners—a deep dive episode of the BMO Smarter Investing podcast. Join Kevin Prins and your host, Erin Allen, as they delve into the transformative world of asset allocation ETFs. Discover their growth, benefits, and how they simplify investing for both novice and seasoned investors. Listen to BMO Smarter In…

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Investment Trends in Focus: AI, Asset Allocation and Adaptation 36:57

22d ago36:57

36:57

The great wealth transition has arrived, and with it comes a new client base for wealth managers who demand personalization, tech-driven solutions and portfolios that reflect their values. April Rudin of The Rudin Group, join our own Govinda Quish and Dimtris Melas walk us through these shifts, along with a side trip into the global economic and ma…

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Fixed Income and the Future of Asset Allocation: Inside the CIO Mindset with Nick Gentile 42:08

23d ago42:08

42:08

In this episode of Dakota Live!, host Robert Morier sits down with Nick Gentile, Interim President and Chief Investment Officer of Knights of Columbus Asset Advisors, to explore how a mission-driven $29 billion organization navigates today’s complex fixed income and alternative markets. Nick Gentile, a seasoned fixed income specialist, offers an in…

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[REPLAY] Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210) 51:26

26d ago51:26

51:26

Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financial and corporate world. Matt partners with high-performing executives and their teams in asset management, media, professional sports, and other industries, and last year was named one of the leading …

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Game Theory — Friday: Ark Nova — The Zoo Builder That Dethroned Legends 4:33

9h ago4:33

4:33

Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory. Today we're talking about Ark Nova, the zoo-building game that shot to number four on BoardGameGeek and proved that heavy euros can…

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Market Pulse — Friday: Week-End Wrap-Up & Forward Look 3:47

18h ago3:47

3:47

Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Friday's numbers. Equities: • Markets rallied Friday • Dow up 0.69% to 47,960 • S&P 500 up 0.41% to 6,919 • Nasdaq up 0.80% to 24…

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Game Theory — Wednesday: Min-Maxing — When Optimization Helps vs. Hurts 5:10

18h ago5:10

5:10

Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory. Today we're talking about min-maxing — why we can't stop optimizing and when it helps versus when it ruins the game. Now let's get …

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LTCMA’s 30th Anniversary: Shifting landscapes and silver linings 22:12

4h ago22:12

22:12

In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Tim Lintern, Research Analyst at J.P. Morgan Asset Management. Together, they unpack the latest findings from the 30th annual edition of Long-Term Capital Market Assumptions. The discussion covers the key findings of this year’s publication, including the proj…

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Why AI Coding Will Never be 100% Autonomous, How Engineering Teams Are Actually Adopting AI, Inside the 996 Discourse, How to do Creative Marketing | Daksh Gupta, Co-founder and CEO of Greptile 1:55:10

24h ago1:55:10

1:55:10

Daksh Gupta is the Co-founder and CEO of Greptile, the AI code reviewer that understands your entire code base. Greptile just closed a $25M Series A led by Eric Vishria at Benchmark, and we get into their long and winding journey to build one of the fastest growing AI companies. Thanks to Suds at SF1 for helping brainstorm topics for the conversati…

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Kathryn Kaminski - Don’t Fire Your Diversifier | #604 40:15

5m ago40:15

40:15

Today’s guest is Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she’s also the co-portfolio manager for the firm’s Managed Futures Strategy and Global Alternatives Strategy. She also co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha. In today’s episode, Meb and Katy discuss the tough year for…

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Game Theory — Thursday: What Happens When You Win Game of the Year? 5:57

1d ago5:57

5:57

Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory. Today we're talking about Larian Studios and what happens when you create the biggest RPG of the decade. Now let's get into it. The…

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Alternative Realities: Stadiums, teams and private equity in sports 21:21

11h ago21:21

21:21

Watch the video version on YouTube. Private equity’s footprint in the sports industry has expanded rapidly in recent years. As global team valuations reach unprecedented levels, the sector has become a focal point for both investors and fans, reshaping the broader investment landscape. With capital pouring into sports franchises and valuations clim…

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Inside the 2025 Allocation Outlook and Positioning for What's Next 14:05

2d ago14:05

14:05

Following a series of investment committee meetings, WE Family Offices shares its latest perspectives on asset allocation and how investors might think about positioning as market conditions evolve. In this episode of The Wealth Enterprise Briefing, Michael Zeuner is joined by Sam Sudame and Matt Farrell to discuss how shifts in policy, earnings an…

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Market Pulse — Thursday: Production, Hedging & Transaction Data 3:54

2d ago3:54

3:54

Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Thursday's numbers. Equities: • Markets mixed Thursday post-Fed decision • Dow down 0.16% to 47,632 • S&P 500 flat at 6,891 • Nas…

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E287 – The Case for Commodities 17:06

20h ago17:06

17:06

Looking for portfolio diversifiers? In this episode, special guests Roxane Lapenna, Jimmy Xu and host Andrew Vachon delve into one of the world’s oldest assets, Gold, as well as the wider commodities complex, and several ways an exposure can help strengthen diversification. Recorded live on October 29, 2025. ETFs: BMO Broad Commodity ETF (ZCOM) BMO…

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Episode 381: Investing 101 1:25:21

20h ago1:25:21

1:25:21

In this special Investing 101 episode, the Rational Reminder hosts—Ben Felix, Dan Bortolotti, and Ben Wilson—team up to revisit the fundamental concepts that every investor should understand before diving deep into portfolio construction or market theory. Drawing from Ben's original "Investing 101" presentation and years of client experience, the t…

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The Open Outcry: Why Equities Should Benefit from Tailwinds into 2026 28:59

3d ago28:59

28:59

The AI capex boom is helping spur equity valuations higher, but prompting worries about a potentially painful market correction. Brent Joyce of BMO Private Wealth, joins Bipan to discuss why this cycle truly is different, as well as the outlook for earnings through next year. This podcast was record live on October 23, 2025. Show link (Spotify): ⁠⁠…

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MFA PODCAST 11 - Legal Documents - Which Ones Do You Really Need? 12:36

1d ago12:36

12:36

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Market Pulse — Wednesday: Mid-Week Market Update 3:22

1d ago3:22

3:22

Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Wednesday's numbers. Equities: • Markets mixed Wednesday • Dow futures up 0.15%, S&P 500 futures up 0.12%, Nasdaq futures up 0.08…

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Manager Research in Focus with CW Advisors 31:10

2d ago31:10

31:10

Recorded from the beautiful Castle Hill Inn in Newport, Rhode Island, this special episode of the Dakota Live! Podcast captures the energy and insights of the Havener Capital Partners StorySales Accelerator Capstone Event. In this conversation, host Robert Morier sits down with Evan Butler, Investment Analyst at CW Advisors, to explore the art and …

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E59: How to Become Investor-Ready: Fundraising & Investor Relations Strategies for Alternative Investments 36:40

3d ago36:40

36:40

Discover how fund managers go from overlooked to investor-ready in this episode of Alt Investing Made Easy. Guest expert Laura Oslick, founder of Stella Polari Advisors, reveals proven fundraising strategies, investor relations best practices, and the operational playbook every manager needs to attract sophisticated capital. Whether you’re raising …

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Game Theory — Tuesday: The Warlock — D&D's Most Misunderstood Class 7:02

3d ago7:02

7:02

Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory. Today we're talking about the Warlock — D&D's most misunderstood class. Now let's get into it. The Warlock's Core Fantasy: • Power t…

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What's the Best Order to Withdraw From in Retirement? (IRA, Roth, 401Ks, and More) 28:14

2d ago28:14

28:14

In this episode of The Market Moment, hosts Matt and John dive into one of the most common—and most misunderstood—questions in retirement planning: What’s the best order to withdraw money from your accounts? They break down the tax implications and strategic order of drawing from taxable accounts, IRAs, and Roth IRAs, explaining how factors like RM…

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543 is rural medicine worth it? the journey, training & pros/cons (part 1) 44:49

2d ago44:49

44:49

In today's episode Dev chats with rural GP Dr James* about why he chose to build his career outside the city. They explore the training pathway, the realities of rural medicine and the unique pros and cons of life as a country doctor. They touch on: 👉🏽 why James chose rural over metro 👉 the Dean’s Rural List & training pathway 👉🏾 what a “rural gene…

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A Look Under the Hood 28:47

4d ago28:47

28:47

In his latest memo, Howard Marks offers observations based on his meeting with the board, consultant, and senior staff of a state pension fund. Howard explores the key topics covered during the session, including determining an appropriate risk posture, selecting an investment approach, and assessing performance. While these decisions are challengi…

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Market Pulse — Tuesday: Oil, Gas, Real Estate & Credit Numbers 2:26

4d ago2:26

2:26

Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Tuesday's numbers. Markets: • S&P 500 futures near record territory • Fed's two-day policy meeting begins today • Rate cut expecta…

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Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603 1:04:25

4d ago1:04:25

1:04:25

Today’s guest is Peter Levin, co-founder of Griffin Gaming Partners, the largest singularly focused gaming investment vehicle in the world. Peter was previously the CEO and co-founder of Nerdist Industries, which was acquired by Legendary Entertainment. He began his career at CAA, had a stint at Disney, sold a company to UFC, and was also an early …

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Niche Alpha: Finding Value Beyond Traditional Private Markets 38:07

3d ago38:07

38:07

Are you still chasing crowded private equity deals, or have you discovered the niche sectors banks won't touch? In Episode 5 of the Private Markets Series, Angelo Calvello, host of Institutional Edge, interviews Eric Farls, Senior Portfolio Manager at Maryland State Retirement and Pension System, about the pension fund's strategic pivot from tradit…

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Game Theory Monday: The Eldar, Living with the Consequences of Hubris 6:24

4d ago6:24

6:24

Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory Today we're talking about the Eldar and what happens when an entire civilization faces the consequences of its own arrogance. The Fal…

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Markets Weekly podcast (27 October 2025): Blockchain special

4d ago

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Blockchain is a long-term investment theme that is maturing after an initial stage of hype, offering new avenues for value creation in portfolios. In this week’s podcast, Ivelin Stankov, Investment Strategist, joins host Julien Lafargue to explain what blockchain companies do, the influence of cryptocurrencies on blockchain companies, and what make…

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Market Pulse — Monday: Weekly Market Overview 3:00

4d ago3:00

3:00

Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse: Monday's numbers. Oil: • WTI trading $60.77 to $61.77, down 1.10% • Brent ranging $64.60 to $66.37, up 0.13% • Prices consolidatin…

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The DIY Investor's Guide to Building Your Own Index Fund (And Why It's a Terrible Idea) 37:45

4d ago37:45

37:45

What if you could skip the index fund and build your own? In theory, you can. In practice…well, it’s a bit like building your own refrigerator. You’ll learn a lot, and maybe even get a working model, but you’ll also discover why the factory-made version is so efficient in the first place. In this episode, we dive into the peculiar urge to “DIY” the…

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Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467) 58:11

5d ago58:11

58:11

Mike Trigg and Sanjay Ayer are Portfolio Managers at WCM Investment Management, a $120 billion investor in growth stocks, where Mike also serves as Co-CEO. I've had the opportunity to chronicle the growth of WCM over the years in conversations with Paul Black, Mike, Sanjay, and other members of the team. Paul first joined the show in 2018 when WCM …

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[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227) 1:04:35

5d ago1:04:35

1:04:35

Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture and moat trajectory to turn a once struggling boutique into a $100 billion powerhouse. Paul came on the show a few years ago when WCM had quietly grown to $25 billion in assets, and Mike joined a year …

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[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51) 56:03

5d ago56:03

56:03

Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989. With so much of the institutional world, including my own training, focused on value investing, I was pleasantly surprised to learn about a large, high performing growth stock …

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“Markets, Hegemonic War Cycles and the Threat of World War 3”, David Murrin, Global Forecaster 39:39

4d ago39:39

39:39

David Osman of IRF is joined by David Murrin, the Founder of Global Forecaster. ----more---- In this podcast they discuss David Murrin's ‘5 Stages of Empire’ model and the influence of longer run cyclical trends on geopolitical risks, political factors, the world economic outlook and the prospects for the global financial markets. David assesses th…

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Long-Term Care Insurance - $10,000/month Unlimited Months 28:10

6d ago28:10

28:10

Hans and Robby are back again this week with a brand new episode! This week, they discuss long term care. Don't forget to get your copy of "The Complete Cardinal Guide to Planning for and Living in Retirement" on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected] or calling 919-535-8261. Le…

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1113-Friday Q&A: Lower Tax Bill For This Year, Why Do Family Planning Before Financial Planning 1:21:09

7d ago1:21:09

1:21:09

On today's live Q&A we discuss: 1:00 I made a bunch more money this year; how do I lower my tax bill? 28:07 Why should I do family planning before I do financial planning? If you'd like to join me on next week's Q&A show, join here: https://patreon.com/radicalpersonalfinance Enjoy! Joshua