Asset Allocation Podcasts

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1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

383

765

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3d ago3d ago

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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.

1
Resonanz Spotlight

Vincent Weber

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10d ago1w 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
The Honest Money Show

Anja Dragovic

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5d ago5d ago

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The Honest Money Show is your guide to understanding what money really is — and why today’s system isn’t working. Hosted by Anja Dragovic, this show cuts through the noise to explore how money shapes our lives, where it’s gone wrong, and what a better future could look like. Along the way, you'll discover how Bitcoin fits into the bigger picture — not as hype, but as a serious response to a broken system. Whether you're curious, skeptical, or already down the

1
Dakota Live! Podcast

Robert Morier

159

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16h ago16h 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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Perspectives

MSCI Inc

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27d ago3w 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.

4
Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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2h ago2h 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 ...

4
The Wealth Enterprise Briefing

WE Family Offices

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27d ago3w 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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The IRF Podcast

irfpodcast

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1M ago4w 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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Alt Investing Made Easy

AltInvestingMadeEasy LLC

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6d ago6d 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 Capital Stack

Thomas Carter

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6h ago6h ago

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The Capital Stack is a daily briefing for family offices, next-generation principals, and trusted advisors who allocate long-term private capital. This is not a news show. There are no interviews, no sponsor reads, and no explanations of basic terms. Each episode extracts a single pattern, behavior, or structural truth about how sophisticated family capital actually operates — why it optimizes for control over returns, why governance matters more than performance, and why quiet capital behav ...

1
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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6h ago6h 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
Rich Pickings: Fidelity's Asset Allocation Podcast

Fidelity International

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5M ago22w 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
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 ...

1
Resolve Riffs Investment Podcast

ReSolve Asset Management

247

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18d ago2w 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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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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Gold Dragon Daily

Gold Dragon Investments

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14d ago2w 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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BMO ETFs: Views from the Desk

BMO Exchange Traded Funds

337

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14h ago14h ago

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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
Rare Earth Advantage

REA

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3M ago13w 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 ...

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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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The Small Business Millionaire

Jeff Wiener

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5y ago5y 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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Brown Advisory CIO Perspectives

Brown Advisory

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27d ago3w 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.

1
SA For FAs

Seeking Alpha

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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.

1
New Focus on Wealth with Chad Burton

Chad Burton

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8d ago1w 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.

1
Center For Investment Excellence

J.P. Morgan Asset Management

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3M ago10w 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.

1
BMO Smarter Investing

BMO

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22d ago3w 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.

51
StoryLens Podcast

StoryOne

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14h ago14h 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 ...

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

Catholic Financial Planners Network

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22d ago3w 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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the way i see it

kalu aja

304

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3d ago3d ago

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let's talk about stuff, money stuff, economic stuff, investing and the intersection. Become a supporter of this podcast: https://www.spreaker.com/podcast/the-way-i-see-it--5905056/support.

1
Voice of FinTech®

Rudolf Falat

346

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2M ago7w 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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Podcasts – FNCE 2280 – Investments

Ted Noakes

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11y ago11y ago

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Video Lecture for NAIT FNCE2280 Online Students

1
Exhale: Heart & Chart Investing

Tricord Investment Advisors

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7y ago7y ago

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Investing podcast sponsored by Tricord Investment Advisors with host Larry McDonald.

1
The Portfolio Construction Podcast

Netwealth Investments Limited

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1M ago5w ago

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In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about. Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We hope you enjoy the unique perspectives.

1
Money Plant

Earshot

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3+ y ago3+ y ago

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Money Plant talks to experts about navigating the stock market, savings advice, understanding concepts, jargons, rules and laws in simple, uncomplicated conversational language.

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Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren

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1M ago6w ago

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Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet ...

1
Validea's Guru Investor Podcast

Jack Forehand and Justin Carbonneau

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4+ y ago4+ y ago

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The Guru Investor Podcast offers audio versions of the original articles from Validea's Guru Investor Blog. Our research focuses on what works over the long-term in investing. We cover topics like factor investing, value investing, momentum investing and behavioral finance.

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Kuvera Insight

Kuvera.in

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4y ago4y ago

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At Kuvera Insight, we talk to leading investing experts to simplify things for you. Learn about personal finance, various types of mutual funds, goal-based investing, handling volatility in markets and more. Episodes hosted by Gaurav Rastogi and Neelabh Sanyal, Co-founders at Kuvera. Kuvera.in is India's most loved platform for investing. Invest in zero commission mutual funds, online FDs, stocks, and track your entire portfolio in one place.

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The Allocation Agenda

Dasseti

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3M ago12w 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
Keep Calm and Carry On Investing (TM)

Daniel Peris

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4y ago4y ago

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A view of the equity markets from the perspective of a historian and business investor. A combination of conversations with select market participants as well as original material. If you like investments that pay dividends, you will like this podcast. If not, then not.

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Financial Wellness with Vincent Heys

Vincent Heys

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2+ y ago2+ y ago

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Welcome to the financial wellness podcast, where we discuss all kinds of financial principles, concepts, and products. Our aim is to make money matters, simple again. Brought to you by wealthstack.ca.

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Private Banking Today

Standard Chartered Private Bank

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1+ y ago1+ y ago

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A brand new podcast series from Standard Chartered Private Bank exploring the latest wealth management trends. In each episode, we’re joined by expert guests who share their specialist insight into the topic. Across four episodes, we talk about helping wealthy individuals establish a footprint in the UK and highlight the appeal of investing in the country.

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Prime Podcast by PrimeInvestor

PrimeInvestor.in

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11M ago46w ago

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Welcome to the PrimeInvestor Podcast, your go-to for financial insights. Led by Vidya Bala & Bhavana Acharya, the co-founders of PrimeInvestor, a platform for stock and mutual fund recommendations. Join us for expert interviews, market trends, portfolio building, and more. Make informed decisions and achieve your financial goals. Follow us for unbiased recommendations and visit primeinvestor.in for more. Happy investing! PrimeInvestor is a SEBI registered Research Analyst (Registration: INH2 ...

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Wizards Weekly Musings

Wizard Of SoHo

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5y ago5y ago

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Get direct unbiased strong views on the financial markets from a fixed income trader and head of global interest rate trading weekly. Teaching and guiding the people in ways no news network is currently . For the best commentary from the source on what’s happening in the world of fixed income and stock markets and provide education to those who don’t know enough about it in a simple and concise manner. Every Sunday 7pm EST.

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Alpha Exchange

Dean Curnutt

123

240

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15d ago2w ago

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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...

show series

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Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480) 1:00:08

3d ago1:00:08

1:00:08

Dr. Ashby Monk is the Executive and Research Director of the Stanford Research Initiative on Long-Term Investing. Over the last two decades, Ashby has worked closely with some of the world's largest sovereign wealth funds and pension funds on governance, organizational design, technology, and investment strategy. He is also a co-founder of KDX Mana…

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E295 – The Case for Asset Allocation ETFs 22:14

9d ago22:14

22:14

Asset allocation ETFs offer simplicity, diversification, and low fees—making them an increasingly popular choice for Canadian investors. But with more than 90 options on the market, finding the best fit can be challenging. In today’s episode, Alain Desbiens joins host Danielle Neziol to explore the unique benefits of these all-in-one solutions and …

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Unpacking TPA: Bloomberg’s Justina Lee’s Take on the Latest Asset Allocation Trend 34:18

21d ago34:18

34:18

Is Total Portfolio Approach the next Portable Alpha—brilliant innovation or overhyped rebranding? Justina Lee, senior reporter at Bloomberg News covering global markets and quant strategies, joins the show to dissect the Total Portfolio Approach phenomenon sweeping through institutional investing. Fresh off covering CalPERS's historic shift from 11…

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How Decision Velocity Changes After $100M 2:44

6h ago2:44

2:44

The speed at which family offices make decisions fundamentally changes as AUM grows — and this isn't dysfunction, it's rational adaptation. Below $100M, speed creates opportunity. Above $100M, speed creates risk. Larger family offices add process because the consequences of mistakes compound and reversibility decreases. At scale, the fastest decisi…

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The Open Outcry: Credit Market Positioning for the Year Ahead 21:27

1h ago21:27

21:27

The new year has begun with no shortage of fireworks for bond investors, with multiple geopolitical shocks confronting credit markets. Bipan is joined by Vishang Chawla, active fixed income portfolio manager at BMO Global Asset Management, to discuss how credit markets are responding, and what could drive yields as well as allocation decisions over…

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How to Earn Investment Conviction: From Mean Reversion to Manager Selection with Springtide Partners 57:56

1h ago57:56

57:56

In this episode of dakota live!, host Robert Morier sits down with Aaron Dirlam, Co-Founder and Chief Investment Officer of Springtide Partners, for a wide-ranging conversation on building conviction in uncertain markets—and why humility remains one of the most underappreciated edges in investing. Founded in 2017, Springtide Partners has grown into…

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Why Story Matters in Estate Planning 40:01

15h ago40:01

40:01

Estate planning is often seen as technical and transactional, but Jon Daugharthy knows it is deeply relational. In this episode, Jon shares how his personal history shaped his philosophy of stewardship, why community matters in moments of transition, and how advisors can serve families with clarity and compassion. This conversation offers insight i…

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Why Families Accept Lower IRRs for Better Information 2:42

7h ago2:42

2:42

Information isn't just nice to have — it's a form of risk management that families will pay for through lower expected returns. When you have real-time visibility into operations, you can intervene before problems compound. The IRR difference is the insurance premium for governance visibility. Family capital doesn't pay for returns. It pays for the…

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How to Pitch an AI Investment Strategy 14:49

6h ago14:49

14:49

What if transparency (not secrecy) is actually your competitive advantage when pitching AI strategies? In this solo episode of The Institutional Edge, host Angelo Calvello, PhD, co-founder of Rosetta Analytics, shares critical lessons from nine years of pitching AI-based investment strategies to institutional allocators. Angelo breaks down four ess…

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The Quiet Power of Co-Investment Rights 2:31

1d ago2:31

2:31

Co-investment rights aren't about getting more deal flow. They're about preserving optionality while maintaining relationships. Smart families use co-invest to test GP judgment over time — watching which deals get offered and which get held back. The pattern reveals GP incentives. Co-invest rights aren't a benefit. They're a test. The Capital Stack…

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[REPLAY] Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312) 59:47

3d ago59:47

59:47

Dr. Ashby Monk is the Executive & Research Director of the Stanford Research Initiative on Long-Term Investing. Ashby has studied and advised the largest asset owners in the world for more than twenty years with a particular interest in how to improve outcomes for their beneficiaries and the world. Ash also serves as the Head of Research at Addepar…

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[REPLAY] - Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29) 1:00:16

3h ago1:00:16

1:00:16

Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at the University of Oxford, a Senior Advisor to the Chief Investment Officer of the University of California, and the co-founder of Long Game. Ashby advises sovereign wealth funds and large pension funds, …

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Stock Talk; 2025 Review, 2026 Projections 1:29:53

3h ago1:29:53

1:29:53

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-way-i-see-it--5905056/support.By kalu aja

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The Hidden Cost of Money: How It Shapes Relationships, Culture, and Identity 1:04:53

5d ago1:04:53

1:04:53

Money doesn’t just affect prices — it quietly reshapes relationships, family decisions, work, and culture. Seb Bunney explains how today’s money distorts incentives across everyday life, why those distortions show up in dating, community, and identity, and how Bitcoin offers a clearer framework for understanding value, responsibility, and long-term…

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Why Family Offices Prefer Direct Deals Over Funds 2:50

15m ago2:50

2:50

Family offices aren't avoiding funds to save on fees. They're avoiding the structural loss of agency that comes with delegated capital. This episode explores why the shift toward direct investing isn't a trend — it's a correction. When you delegate capital to a fund, you lose the ability to hold indefinitely, the right to say no to a specific deal,…

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E66: Why Global Capital Is Increasingly Investing in India 59:53

6d ago59:53

59:53

Investing across borders doesn’t have to feel opaque or intimidating. In this episode of Alt Investing Made Easy, we explore how India’s rapidly evolving regulatory and investment landscape is opening new opportunities for sophisticated global investors. Joined by India-based legal experts, we break down what’s changed, what now feels familiar to U…

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Why Liquidity Is Treated as a Liability, Not a Feature 2:30

2h ago2:30

2:30

Most investors prize liquidity. Family offices often avoid it. Not because they don't value flexibility — but because liquidity creates temptation, and temptation erodes discipline. This episode reveals why sophisticated families deliberately lock up capital in illiquid assets — not despite the constraints, but because of them. Illiquidity is gover…

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E296 – 2026 Outlook: Top ETFs & Trends to Watch 30:02

2h ago30:02

30:02

What do stretched valuations, resilient commodities, and shifting monetary policies mean for your portfolio in 2026? Join Bipan Rai and host Erika Toth as they unpack these trends and share top ETF strategies for navigating today’s unpredictable geopolitical landscape. Erika Toth is Director and Head of ETF and Portfolio Consulting at BMO Global As…

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The Real Reason Families Avoid Blind Pools 2:44

7d ago2:44

2:44

Family offices don't avoid blind pool funds because of fees. They avoid them because blind pools require surrendering the one thing family capital values most: the ability to say no. This episode unpacks why families demand co-investment rights and deal-by-deal optionality — and why flexibility is worth more than fee savings when capital is measure…

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Inside SEI: New Year, New Mandate | A 2026 CEO Conversation with Ryan Hicke 56:26

1h ago56:26

56:26

We’re kicking off 2026 the same way many investors are setting their New Year’s resolutions: by going straight to the source. In our first episode of the new year, Dakota Live goes on site to SEI’s headquarters in Oaks, Pennsylvania to sit down with Ryan Hicke, CEO of SEI Investments (NASDAQ: SEIC). These on-location CEO episodes consistently gener…

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Certified Financial Planner Chad Burton On Preparing For Retirement 41:13

8d ago41:13

41:13

EP Wealth Advisor CFP Chad Burton on great ways to prepare for retirement, plus information on the next seminar with EP Wealth Advisors Chad and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more.

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Why Capital Preservation Beats Growth at Scale 2:47

4h ago2:47

2:47

Once family wealth crosses a certain threshold, the math changes. Growth becomes optional. Preservation becomes mandatory. This isn't conservatism — it's arithmetic. This episode explains why large family offices overweight to low-volatility strategies — not from conservatism, but from understanding asymmetric risk. A 50% drawdown at $500M requires…

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Bill Krueger, CTO – Yale Investments (EP.68) 1:09:26

2h ago1:09:26

1:09:26

Bill Krueger is the CTO at Yale’s Investment Office. Bill’s unconventional path spans defense contracting, tech consulting, and a 13-year run at Bridgewater Associates before landing at Yale. Bill shares how to operate in a radically transparent culture, tighten feedback loops between decisions and outcomes, and managing the messy realities of grow…

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Is TPA a new idea or a new name? Beyond the Acronyms: LACERA’s Jon Grabel on Holistic Portfolio Management 33:19

8d ago33:19

33:19

How did LACERA stay positive in fiscal 2022 when most pension funds were down—and what does their "functional framework" have to do with it? Some nvestment consultants are promoting Total Portfolio Approach (TPA) as the next evolution in institutional investing. But what if sophisticated asset owners have been doing this work all along—without the …

1
Certified Financial Planner Chad Burton Discusses 2026 40:36

7h ago40:36

40:36

Chad talks about the markets on Tuesday 1/5/26 and what we may see the rest of the year, plus more on the next seminar with EP Wealth Advisors Chad and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more

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Governance Fails Before Performance Does 2:53

15h ago2:53

2:53

When family office deals fail, the autopsy reveals governance breakdown months before the numbers turned. Performance is a lagging indicator — governance is the leading one. This episode explores why sophisticated families spend more time on decision hierarchies and escalation protocols than financial models, and what this means for sponsors and op…

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Mike Gitlin – The Century of Capital Group (EP.479) 1:03:24

21h ago1:03:24

1:03:24

Today's episode continues our ongoing mini-series covering organizations that have proven to be great training grounds of talent. There may be none larger and quieter than Capital Group, the $3.2 trillion global asset manager whose 650-person investment team and 9,400 associates have historically experienced a fraction of the turnover of industry n…

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The Great Quant Convergence: When Prop Shops Meet Pod Shops 11:38

2d ago11:38

11:38

Send us a text High-frequency trading firms and quantitative hedge funds once operated in completely different worlds. Now they're competing head-to-head for the same alpha. Vincent and Saâd explore why ultra-high-frequency strategies hit a hard capacity ceiling, how the passive investing revolution is forcing these firms into direct competition, a…

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A review and forecast of key macroeconomic indicators for Nigeria 2:23:55

10d ago2:23:55

2:23:55

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-way-i-see-it--5905056/support.By kalu aja

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Market Pulse — Tuesday: Oil, Gas, Real Estate & Credit Numbers 3:08

15d ago3:08

3:08

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 two-point-oh... This is Market Pulse. Tuesday's numbers. Final trading day of 2025. Oil • Mixed on year-end session • Brent rose 0.33% to $61.69 • WTI fell…

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Closing Thoughts on 2025 32:35

6d ago32:35

32:35

As I share my closing thoughts on 2025, I want to look back with an eye towards pointing out this year’s unique characteristics from a market risk perspective. I start this exercise by highlighting what I consider to be 2025’s three most interesting days from a vol and risk perspective: 1) the April 7th roller-coaster in the VIX 2) the September 10…

1
Choosing the Right Fiduciaries 36:04

7d ago36:04

36:04

Who should you trust with your most important decisions? The StoryOne team breaks down the roles and responsibilities of fiduciaries, from managing assets to caring for loved ones. They share guidance on choosing individuals who are willing and capable. and align with your values. Discover why this decision is both deeply practical and deeply perso…

1
Game Theory — Monday: The Blank Gene — Soulless Humans Who Terrify Daemons 3:22

16d 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 two-point-oh... This is Game Theory. Today we're talking the Blank Gene — soulless humans who terrify daemons. Now let's get into it... What Are Blanks? • …

1
Beyond Fee Savings: How IPERS Uses Co-Investments to Build Investment Talent 39:02

16d ago39:02

39:02

Why does IPERS say NO to 95% of co-investment deals? Their CIO reveals the disciplined approach that attracts top practitioners to public service. In Episode 13 of “The Institutional EDge,” host Angelo Calvello explores an innovative co-investment approach with IPERS' CIO Sriram Lakshminarayanan and Senior Investment Officer Craig Payne. Managing $…

1
Why Family Offices Optimize for Control, Not Returns 2:10

7d ago2:10

2:10

Family offices consistently sacrifice IRR to maintain control — not from risk aversion, but because control is how generational wealth survives. This episode examines why sophisticated private capital leads with governance rights, board seats, and co-investment structures rather than chasing returns. Essential listening for sponsors seeking family …

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Market Pulse — Monday: Weekly Market Overview + Data 3:22

17d 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 two-point-oh... This is Market Pulse. Weekly market overview and data. Year-end positioning underway as markets close out strong 2025. Oil • Rebounded Mond…

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Top 5 of 2025: #1: Howard Marks 48:07

8d ago48:07

48:07

We're counting down the top 5 episodes of 2025. Coming in at #1 is the legend, Howard Marks from Oaktree. I waited a while to have Howard on the show to capture a moment where one of his Memos particularly caught my eye. That happened when he wrote 'Gimme Credit' earlier this year. We dive into his thoughts on the implications of the growth of priv…

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Top 5 of 2025: #2: Ian Charles 52:58

8d ago52:58

52:58

We're counting down the top 5 episodes of 2025. At #2 is Ian Charles from Arctos Partners. Before founding Arctos alongside Doc O'Connor to dominate the sports investing sector, Ian spent his career creating liquidity solutions in private markets. Arctos' second strategy goes back to his roots, providing solutions for GPs. In all of his work, Ian i…