Best Dave Rothschild Podcasts (2025)

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Episode 77: All the Wisdom from 2025 19:03

Play Pause

2d ago19:03

19:03

Episode 77: All the Wisdom from 2025 It’s a ho-ho-holiday clip show! So many distinguished guests joined the show this year to share their wisdom. I figured, why not share some of their best advice in one EOY clip show extravaganza. If you’re listening to this – not watching – see timestamps below so you know who you’re listening to. Key Points Fro…

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Episode 76: SF Gross Receipts Tax with Kevin Leiske, Cole-Frieman & Mallon 20:10

10d ago20:10

20:10

Episode 76: SF Gross Receipts Tax with Kevin Leiske, Cole-Frieman & Mallon On the very first Intrasquad edition of Tokens of Wisdom, my partner Kevin Leiske joins the show to tell us about recent changes to San Francisco’s gross receipts tax. Spoiler alert: even if you are an investment manager with zero operations in SF, the City is trying to extr…

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”Rich Next Month!” – XRP Predictions Go Off the Rails Banking on Chaos Mini Episode 12:37

12d ago12:37

12:37

Subscribe on Youtube: youtube.com/@bankingonchaos/?sub_confirmation=1 Listen on Apple Podcasts: podcasts.apple.com/mu/podcast/banking-on-chaos-the-most-entertaining-banking/id1808825550 Follow on TikTok: tiktok.com/@bankingonchaos In this chaotic video, the crew dives into a no-holds-barred discussion about financial habits, gender roles, and contr…

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Episode 75: Cayman Directors with Darragh Murphy, Marfire 43:04

16d ago43:04

43:04

Episode 75: Cayman Directors with Darragh Murphy, Marfire Darragh Murphy from Marfire joins me in the Tokens of Wisdom Studio to tell us all about the wonderful world of Cayman fund directors. From choosing the right director, to working with them once chosen, to navigating the complexities across a fund’s lifecycle, Darragh shares the wisdom. Key …

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Episode 74: Cayman Funds with Patrick Colegrave, Forbes Hare 38:35

1M ago38:35

38:35

Episode 74: Cayman Funds with Patrick Colegrave, Forbes Hare Patrick Colegrave joins me in the Tokens of Wisdom Studio to discuss all things Cayman funds. From local regulatory requirements to investor expectations to setup costs, Patrick covers the ins and outs of Cayman fund formation. Key Points From This Episode: Why should I choose Cayman over…

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Episode 73: Prime Brokerage with Harry Shillingford, Marex 34:40

1M ago34:40

34:40

Episode 73: Prime Brokerage with Harry Shillingford, Marex My old pal Harry Shillingford from Marex joins me in the Tokens of Wisdom Studio to talk about the intricacies of prime brokerage. We delve into scintillating topics like “what does a prime broker actually do?” (answer: a lot) and “should I draw fund inspiration from Field of Dreams?” (answ…

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“Chainsaws and Glitter Bombs” – The Wild Side of Home Ownership | Banking on Chaos S3E4 37:25

2M ago37:25

37:25

Subscribe on Youtube: youtube.com/@bankingonchaos/?sub_confirmation=1 Listen on Apple Podcasts: podcasts.apple.com/mu/podcast/banking-on-chaos-the-most-entertaining-banking/id1808825550 Follow on TikTok: tiktok.com/@bankingonchaos In this brutally honest video, the Banking on Chaos crew dissects the wild, confusing world of mortgage products—mixing…

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“Women Aren’t Equal, They’re Different” – Wild Banking Debate Banking on Chaos 40:37

2M ago40:37

40:37

Subscribe on Youtube: youtube.com/@bankingonchaos/?sub_confirmation=1 Listen on Apple Podcasts: podcasts.apple.com/mu/podcast/banking-on-chaos-the-most-entertaining-banking/id1808825550 Follow on TikTok: tiktok.com/@bankingonchaos In this intense video, the hosts of the podcast dive into gender‑based financial habits, uncovering surprising data and…

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“Vegas, Girl Math, and Girls vs. Boys?!” Season 3 Episode 2 Banking on Chaos 47:36

2M ago47:36

47:36

In this episode of Banking on Chaos — the podcast voted Best New Banking & Finance Podcast of 2025!!! — David, Addy, and Sarah go completely off the rails (in the best way possible). From Vegas misadventures and “girl math” logic to the mystery of the raw tuna date, this episode is a hilarious rollercoaster of stories and side quests. But just when…

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“Vegas Chaos, Girl Math, and Why Charter Schools Are a Not Perfect?!” Season 3 Episode 2 48:01

2M ago48:01

48:01

In this episode of Banking on Chaos — the podcast voted Best New Banking & Finance Podcast of 2025!!! — David, Addy, and Sarah go completely off the rails (in the best way possible). From Vegas misadventures and “girl math” logic to the mystery of the raw tuna date, this episode is a hilarious rollercoaster of stories and side quests. But just when…

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Episode 72 - The Main Event 4:27

2M ago4:27

4:27

A special episode that has nothing to do with funds or law and everything to do with baseball glory.By Dave Rothschild

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Episode 71: Fund Manager Insurance with James Tallarico and Kevin Flasch, Risk Strategies 34:10

2M ago34:10

34:10

Episode 71: Fund Manager Insurance with James Tallarico and Kevin Flasch, Risk Strategies Joining me in the Tokens of Wisdom Studio today are James Tallarico and Kevin Flasch from Risk Strategies to discuss the evolving landscape of insurance in the crypto space. They delve into the differences between insurance brokers and providers, the challenge…

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Episode 70: The SEC Knows Action 10:22

3M ago10:22

10:22

Episode 70: The SEC Knows Action Last week we saw the SEC release not one but two No Action Letters that were each deeply positive for the crypto industry. Tune in to today’s episode for a quick recap of each and a reminder of where we currently stand on the regulatory ladder. Key Points From This Episode: DoubleZero No Action Letter. Crypto custod…

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Episode 69: Fund Valuations with Joe Brennan, Houlihan Capital 28:30

3M ago28:30

28:30

Episode 69: Fund Valuations with Joe Brennan, Houlihan Capital Joining me in the Tokens of Wisdom Studio today is Joe Brennan, a director at Houlihan Capital, to discuss the intricacies of fund valuations, particularly in the context of crypto assets. Key Points From This Episode: The importance of establishing proper valuation policies. When would…

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Episode 68: Crypto Fund Audits with Gautam Ganeshan, KPMG 36:20

4M ago36:20

36:20

Episode 68: Crypto Fund Audits with Gautam Ganeshan, KPMG Today I’m joined by Gautam Ganeshan from KPMG to talk all about digital asset fund audits! Key Points From This Episode: Are crypto assets categorized in the same Level 1, Level 2, Level 3 framework as traditional assets? What are examples of each Level in the crypto world? How does the scop…

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Slavery and Mortgage Loans: The Dark Origins of Your Mortgage Season 3 Episode 1 37:36

4M ago37:36

37:36

In this hilarious and unfiltered video, the crew sets out to explore the history of mortgages—but quickly spirals into wild tangents, questionable confessions, and sharp commentary on the modern financial system. What starts as a funny story about someone proudly calling himself a “muncher” leads into full-on chaos involving vomit in neighbor’s roc…

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Episode 67: SEC Commissioner Hester Peirce 27:39

5M ago27:39

27:39

Episode 67: SEC Commissioner Hester Peirce I am honored to welcome SEC Commissioner Hester Peirce – Crypto Mom herself – to the Tokens of Wisdom Studio today to talk to us about crypto, regulation, zombies (not really) and parenthood. You don’t want to miss this one. Key Points From This Episode: How have the SEC’s vibes shifted so quickly? How can…

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Episode 66: BVI Funds with Phil Graham, Harneys 50:12

6M ago50:12

50:12

Episode 66: BVI Funds with Phil Graham, Harneys When I set out to do this show, my goal was to arm aspiring fund managers with the information they need to launch and operate a fund. In the legal realm, I happen to possess a lot of that information from my day job, but there’s so much more that goes into launching and operating a fund. And wise tho…

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Episode 65: The Zombie Episode (Three Rungs of the Regulatory Ladder) 8:44

6M ago8:44

8:44

Episode 65: The Zombie Episode (Three Rungs of the Regulatory Ladder) For as long as I’ve worked in crypto, the industry has been plagued by the dreaded REGULATORY UNCERTAINTY. That is, apparently, until the last couple months. All of a sudden I’m seeing clients putting stuff like “Regulatory Clarity Achieved!” in marketing decks and celebrating th…

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Episode 64: Fund Taxation with Colleen Fay, Withum 34:12

6M ago34:12

34:12

Episode 64: Fund Taxation with Colleen Fay, Withum When I set out to do this show, my goal was to arm aspiring fund managers with the information they need to launch and operate a fund. In the legal realm, I happen to possess a lot of that information from my day job, but there’s so much more that goes into launching and operating a fund. And wise …

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Episode 63: Hedge Fund Offering Terms, Part 2: Liquidity 15:56

6M ago15:56

15:56

Episode 63: Hedge Fund Offering Terms, Part 2: Liquidity Today is the second in a series of Tokens of Wisdom episodes walking through the main offering terms for an open-ended fund, aka a hedge fund. One of the first things I do with new fund clients is take them through a fund questionnaire to determine the offering terms for their new fund. This …

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Manifesting Millions & Mastering Money: A Wallet, a Wish, and Quantum Physics Season 2 Episode 8 12:58

7M ago12:58

12:58

In this episode we explore the nuances of consumer behavior around credit card use, payment preferences, and the intersection of financial habits with metaphysical beliefs. The conversation opens with an informal poll among participants about why Americans choose specific credit cards. The most cited reason, according to recent data, is the rewards…

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Episode 62: Fund Audits with Salman Ali, CBIZ 43:57

7M ago43:57

43:57

Episode 62: Fund Audits with Salman Ali, CBIZ When I set out to do this show, my goal was to arm aspiring fund managers with the information they need to launch and operate a fund. In the legal realm, I happen to possess a lot of that information from my day job, but there’s so much more that goes into launching and operating a fund. And wise thoug…

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AI Took My Job, Super Apps, Dave Ramsey, and Ketchup Soup Economics Truths About Money S2E7 29:29

7M ago29:29

29:29

In this episode, we discuss a wide-ranging and often humorous conversation about artificial intelligence, economic trends, and evolving digital platforms, using a mix of serious reflection and light-hearted banter to explore some of today's most pressing technological and societal issues. The discussion begins with musings about the increasing role…

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The Rothschilds, Soul Contracts & Cloning Kanye: Truth or Delusion? | Season 2 Episode 6 21:19

7M ago21:19

21:19

In this Episode of Banking on Chaos, Season 2 Episode 6, a spirited, meandering conversation unfolds among a group of friends or podcast participants as they touch on a wide array of topics, veering from historical anecdotes about the origins of credit cards to conspiratorial speculations and metaphysical reflections. The dialogue begins with a fac…

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Episode 61: Hedge Fund Offering Terms, Part 1: Compensation 17:26

7M ago17:26

17:26

Episode 61: Hedge Fund Offering Terms, Part 1: Compensation Today is the first in a series of Tokens of Wisdom episodes walking through the main offering terms for an open-ended fund, aka a hedge fund. One of the first things I do with new fund clients is take them through a fund questionnaire to determine the offering terms for their new fund. Thi…

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Credit Cards, AI Budgets & Paying on Dates — Money Talk Gets Personal S2E5 29:11

8M ago29:11

29:11

In this video, a casual yet sprawling conversation unfolds among a group of friends navigating the messy intersections of modern dating, personal finances, the implications of artificial intelligence, and reflections on societal shifts. The dialogue swings wildly from humorous reminiscences to surprisingly earnest commentary on technology and emoti…

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Recycled Cards & Chemtrails: ’You Probably Were a Tree in Your Past Life - Banking on Chaos S2E4 23:50

8M ago23:50

23:50

In this video, Season 2, Episode 4 of Banking on Chaos, the hosts dive headfirst into a raucous and unfiltered discussion that blurs the lines between financial critique, environmental skepticism, and personal anecdotes, delivering equal parts irreverent comedy and societal commentary. The episode, framed by a chaotic energy and a freewheeling conv…

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Witches, Wealth, and WTF Moments: Gen Z Goes Off on Credit, Corruption, and Hidden Agendas S2E3 13:17

8M ago13:17

13:17

In this episode of Banking on Chaose, a freewheeling, conversational roundtable of young adults covers a range of cultural, political, and conspiratorial topics with an unfiltered tone that blends humor, skepticism, and strong opinions. Beginning with a nostalgic reflection on the return of oversized "Jenos" jeans and the decline of skinny jeans, t…

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Episode 60: Fund Administration with Bert McCooey, Ascent 30:03

8M ago30:03

30:03

Episode 60: Fund Administration with Bert McCooey, Ascent This is an exciting day in Tokens of Wisdom history! Not only do you get to see my real-life face, but you also get the unparalleled wisdom of Bert McCooey from Ascent Fund Services. When I set out to do this show, my goal was to arm aspiring fund managers with the information they need to l…

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Million Dollar Moms & Build-A-Man Rewards: The Wildest Banking Ideas to get Frich! | Season 2 E2 23:06

8M ago23:06

23:06

In this video, a lively and unfiltered conversation unfolds around the intersection of gender equity, motherhood, and modern financial systems. The dialogue kicks off with a humorous and satirical tone, poking fun at the absurdities of personal finance, credit scores, and the fintech world, before diving into more serious discussions about economic…

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Episode 59: Peeling Layers 7:45

8M ago7:45

7:45

Episode 59: Peeling Layers At the federal level, the tables are turning faster than at a vintage Tiesto performance: it’s honestly hard to keep up with how quickly the federal government has done a total 180 on crypto. Key Points From This Episode: What was the now-disbanded National Cryptocurrency Enforcement Team? How is the United States similar…

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”It Cost Me $3,862 to Break Up With Him – And He Called His Mom Sexy” Banking on Chaos S2E1 23:47

9M ago23:47

23:47

In this video, a raw and comedic conversation unfolds around the financial and emotional chaos of modern relationships, focusing particularly on the costs—both literal and figurative—of breaking up. The discussion is anchored in data from the Frri app (pronounced "furry"), a female-owned financial tool aimed at helping users, particularly Gen Z, ga…

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Banking on Chaos S1E7: Fragile Masculinity, Government Scams & The $25 Million Conspiracy 32:58

9M ago32:58

32:58

In this video, a wide-ranging discussion unfolds, starting with financial topics before spiraling into a mix of economic theories, government fraud, conspiracy theories, and personal reflections. The conversation begins with a discussion about NESARA, a widely debunked theory suggesting that every individual has a hidden trust fund worth millions, …

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Banking on Chaos: S1E6 – Debt Traps, Dead Beneficiaries, and the Illusion of Economic Stability 33:23

9M ago33:23

33:23

"Remember when men went to war and died? Yeah, we can send them back." In this video, the conversation starts with a discussion on credit cards, debt, and financial struggles. The participants share their experiences with credit cards, including the difficulty of paying off debt and the banks' attitudes toward customers who either pay off their bal…

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Banking on Chaos: S1E5 Super Bowl, Kendrick Lamar, and Dating Finances #funny 32:08

9M ago32:08

32:08

#SuperBowl2024 #KendrickLamar #DrakeBeef #CelebrityDrama #DatingDebate #NFL #SuperBowlAds #RelationshipTalk #PopCulture #ComedyPodcastIn this video, the conversation jumps between pop culture, the Super Bowl, celebrity drama, gender dynamics, and personal experiences with workplace harassment. It begins with a discussion about Kendrick Lamar, revea…

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Banking on Chaos: S1E4 - Silicon Valley Bank, CEO Scandals, and the Gig Economy Trap #funny 32:35

9M ago32:35

32:35

In this video, the discussion begins with the collapse of Silicon Valley Bank (SVB) and the potential legal consequences for its executives. The hosts highlight that shortly after SVB's failure, its CEO was seen vacationing in Hawaii, fueling public outrage. They discuss how bank runs work—when too many depositors withdraw funds simultaneously, lea…

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Banking on Chaos: S1E3 Credit Cards to Aliens Controlling the World. How did we get here? 28:07

9M ago28:07

28:07

In this podcast, the thirdl part of a series on banking, finance, and credit card fees, the discussion revolves around a Senate hearing featuring Visa and MasterCard executives defending their business practices. The conversation touches on monopolistic behavior, high profit margins, and the impact of interchange fees on small businesses and consum…

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Banking on Chaos: S1E2 Credit Card Energy, Target Rewards, and Rewards Breakage – Fintech & Banking 19:31

9M ago19:31

19:31

For the record, the "Black Card" is considered one of the most premium credit card products someone can get. https://en.wikipedia.org/wiki/Centurion_Card :) In this video, the second installment of a three-part series, the host is joined by Addie, Kate, and Sarah for a lively discussion on banking, fintech, and real-world financial issues, with a p…

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Banking on Chaos: S1E1 CFPB, Senator Kennedy, and Hawk Tuah Economics – Fintech and Banking 26:50

9M ago26:50

26:50

First of a Three Part Series! Enjoy, Like, and Subscribe! In this episode, we dive into the latest drama surrounding the CFPB and what it means for banks, credit card issuers, and consumers. We break down Senator Kennedy’s latest comments, unpack the real impact of proposed regulations, and, of course, find the humor in it all. Whether you’re a pay…

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Episode 58: Yet Another CTA Update (Yawn) 4:26

9M ago4:26

4:26

Episode 58: Yet Another CTA Update (Yawn) Last time I spoke to you about the CTA, I said I wanted to discuss it about as much as I wanted a hole in the head. A little over a month later, nothing has changed. In my mood that is. But alas, much has changed in the world of required BO reporting, so here I am standing in front my mic and talking about …

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Episode 57: Fixing the Hole in Your Net (And More!) 12:37

9M ago12:37

12:37

Episode 57: Fixing the Hole in Your Net (And More!) If you thought the kinder, gentler SEC was only going to be kinder and gentler to the crypto community, you thought wrong. Today I’m going to briefly summarize two recent SEC actions that relaxed marketing-related rules: clarifying requirements for marketing materials and elements of 506(c). Key P…

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Episode 56: Interpretive Clarity 13:06

10M ago13:06

13:06

Episode 56: Interpretive Clarity. By now, you’ve probably heard the latest news from the sunshine and rainbows SEC: Meme coins are not securities! This is great news for the crypto community, which has a little more clarity today on how the SEC will interpret securities laws as they apply to digital assets. But is this the regulatory clarity we’ve …

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Episode 55: Sunshine and Rainbows…from the SEC 11:37

10M ago11:37

11:37

Episode 55: Sunshine and Rainbows…from the SEC. Just a couple short weeks ago I told you all about President Trump’s executive order on crypto, which was heavy on happy speak and light on substance. Of course, literally as I was recording that episode, the SEC started putting its money where its mouth is. Indeed, since I started speaking into that …

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Episode 54: Guess Who's Back 5:43

10M ago5:43

5:43

Guess Who’s Back Episode 54: Show Notes. It’s true that I wanted to release this episode about as much as I want a hole in the head. But, I did promise you multiple times that I would keep you updated on the dumpster fire of the Corporate Transparency Act and…a liar I am not. Here’s the TL;DL(“listen”): The CTA is back on, and initial BO reports ar…

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Episode 53: A New Sheriff 7:22

11M ago7:22

7:22

A New Sheriff Episode 53: Show Notes. We went three whole days into Trump Administration 2.0 without the creation of a strategic bitcoin reserve, an announcement ending all federal lawsuits against crypto industry participants, and without any major crypto news. In fact, well into day 4 of the administration, the scoreboard looked like this: Trump …

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Episode 52: AI Policies for Investment Advisers 12:51

12M ago12:51

12:51

Everyone wants in on the AI craze – in addition to being the latest buzzy trend, AI is a technology that can actually think for you (or at least, trick people into thinking it’s thinking). Given the potential time and money savings AI can generate, a business owner like you might be negligent for not exploring how it could help their business. But …

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Episode 51: 2024 Year-End Overview 12:48

1y ago12:48

12:48

As you all prepare to hunker down by the fire, sip your egg nog and enjoy the company of your dearest friends and family members, throw in your earbuds, turn up the volume and unwrap this auditory gift recapping the year that was in fund and cryptoland 2024! Key Points From This Episode: Recapping the rosiest crypto developments from 2024. Bitcoin’…

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Episode 50: CTA Enjoined 10:08

1y ago10:08

10:08

Good news just keeps on flowing out of the federal judiciary, as a District Court in Texas issued a nationwide preliminary injunction on Dec 3 enjoining the enforcement of the Corporate Transparency Act and the FINCEN beneficial ownership reporting requirement. This means that means that FOR NOW, companies do not have to file beneficial ownership r…

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Episode 49: Crypto’s Glad Tidings 6:24

1y ago6:24

6:24

Whatever your views on the election outcome, we can all enjoy the high – literally and figuratively – that’s captured the crypto world since early November. Today’s episode quickly recaps three recent developments that we can all celebrate. Key Points From This Episode: Bitcoin’s meteoric rise. Gary Gensler is resigning! A district court in Texas s…