Best Institute Of Trading And Portfolio Management Podcasts (2025)

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Why Human Oversight and Management Will Still Matter in AI-Driven Pharma Operations - with Yunke Xiang of Sanofi 20:45

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26m ago20:45

20:45

In this episode of the AI in Business podcast, host and Emerj Editorial Director Matthew DeMello speaks with Yunke Xiang, Global Head of Data Science for Manufacturing, Supply Chain, and Quality at Sanofi. Together, they examine how generative AI and reasoning models are evolving from simple automation to high-impact copilots across pharmaceutical …

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How Endowments and Foundations are tackling taxes, liquidity, and portfolio construction 20:49

21h ago20:49

20:49

In this episode of the Center for Investment Excellence podcast, hosted by David Lebovitz, we explore key themes impacting endowments and foundations, from government funding changes and tax policies to the role of alternative investments and liquidity needs. Featuring Mack Kline, Head of Endowments, Foundations, and Healthcare, we provide in-depth…

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2338 FBF: Why the US Dollar Will NOT Collapse with Joel Skousen Publisher of the ‘World Affairs Brief’ 47:41

4d ago47:41

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Sign up for the Jason Hartman University Event this coming September https://www.jasonhartman.com/Phoenix . Also don't forget to register for our FREE Masterclass every second Wednesday of each month at https://jasonhartman.com/Wednesday This Flashback Friday is from episode 418 published last September 26, 2014. Joel Skousen is a survivalist autho…

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ITPM Flash Ep88 Guac' the Hell is Going On? 10:30

4d ago10:30

10:30

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Chipotle’s $13 burritos aren’t selling like they used to — and Raj Malhotra thinks the growth story is over. With sales stalling, margins slipping, and a sky-high valuation, CMG could be heading for a major re-rating. In this episode, Raj present…

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Canadian Retirement Wealth Without Clarity: The Silent Stress No One Talks About 27:57

4d ago27:57

27:57

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if you reached retirement age with over $2 million in assets—yet still felt anxious and uncertain about your future? That’s the dilemma Jasmine faced. Despite years of saving, investing…

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The Future of Customer Experience in Financial Services with Agentic AI - with Abhii Parakh of Prudential Financial 26:09

4d ago26:09

26:09

The ‘AI in Business’ podcast connects enterprise leaders with the best insights on how AI is driving measurable impact across regulated industries. In this episode, we highlight Prudential Financial’s perspective on scaling AI in customer experience, an area facing both significant opportunity and unique regulatory challenges. By featuring Abhii Pa…

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Aligning Innovation with Oversight in AI Governance for Data Teams - with Shane Wiggins of OneTrust 23:45

4d ago23:45

23:45

As AI adoption accelerates in financial services, governance leaders face the challenge of keeping oversight processes aligned with innovation. OneTrust provides data governance and risk management tools, serving over 14,000 customers worldwide across privacy, security, third-party, and AI domains. Traditional data governance models, often designed…

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Predicting System Failures with AI in Banking - with Dale Skeen of Vitria Technology 24:56

5d ago24:56

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Banks face some of the highest stakes when it comes to IT reliability. Even small disruptions can ripple into regulatory exposure, reputational harm, and major financial losses. Yet many financial institutions still rely on reactive monitoring systems that chase alerts without addressing the root causes of outages. On today’s episode of the ‘AI in …

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Balancing Trade-Offs in Hybrid Cloud and the Infrastructure behind Scalable AI - with Jason Hardy of Hitachi Vantara 25:36

5d ago25:36

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As enterprises scale their AI initiatives, leaders face mounting challenges in balancing compute demands, sustainability goals, and hybrid cloud strategies. Many organizations rush to secure GPUs and cloud resources without accounting for hidden costs, data bottlenecks, and sustainability trade-offs. In this episode of the AI in Business podcast, E…

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2337: Asset Inflation Vs. Consumer Price Inflation | Lords of Easy Money: FED Broke the Economy by Christopher Leonard 37:43

6d ago37:43

37:43

Sign up for the Jason Hartman University Event this coming September https://www.jasonhartman.com/Phoenix . Also don't forget to register for our FREE Masterclass every second Wednesday of each month at https://jasonhartman.com/Wednesday Jason welcomes Christopher Leonard, a journalist and author, primarily focusing on his book, "The Lords of Easy …

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The Costly Mistake Canadian Real Estate Investors Make With Their 28:02

6d ago28:02

28:02

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you overlooking a tax-saving tool worth thousands that’s sitting right in front of you? Many high-income professionals and real estate investors get caught up in complex strategies like …

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Data Pipelines that Support Globalized Education and Training Programs - with Norma Scagnoli of the Illinois Institute of Technology 32:50

6d ago32:50

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As universities and enterprises both turn to large-scale digital learning, the challenges of scaling education look remarkably similar across sectors. From managing data pipelines to ensuring learners feel a sense of connection, success depends on more than just technology. In this Pure Storage-sponsored episode of the ‘AI in Business’ podcast from…

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Turning CPG Complexity into Real-Time Decisions with AI - with Henrique Wakil Moyses of Crisp 26:30

6d ago26:30

26:30

The consumer goods and retail industries face an overwhelming challenge: too much fragmented data and too little clarity. From mismatched retailer reports to legacy systems that can’t keep up with today’s SKU volumes, many organizations find themselves bogged down in “data indigestion” instead of actionable insights. Today’s guest is Henrique Wakil…

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Money Talks| frugal habits that might pad your bank account 49:04

7d ago49:04

49:04

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, we talk about frugal habits that might pad your bank account, the price of gold and changing investments. If you enjoy listening …

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A Different Perspective with Flowtech CEO, Mike England - From 17 Brands to One, Digital Launch, Acquisitions and Growth in the £30bn Fluid Power Market 55:50

7d ago55:50

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This week Nick talks to Mike England Mike holds a Master's Degree in Engineering and brings over 25 years of commercial and operational leadership experience in industrial product distribution and services. He spent eight years with FTSE100 RS Group plc, where he held key leadership roles including Group Chief Operating Officer, overseeing P&L acro…

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Unlocking Infrastructure as the Engine of Transformation – with Deborah Golden from Deloitte 38:46

7d ago38:46

38:46

What if the real AI revolution isn’t in the models — but in the reimagined systems beneath them? In this episode, Deborah Golden, U.S. Chief Innovation Officer at Deloitte, joins Emerj CEO and Head of Research Daniel Faggella to rethink what powers (or derails) AI at scale. The conversation challenges conventional wisdom – proposing that the future…

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How Financial Institutions Can Prepare for the Future of Fraud with Responsible AI Deployments - with JoAnn Stonier of Mastercard 29:22

7d ago29:22

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As AI capabilities evolve, financial institutions face pressure to balance innovation with security, trust, and regulatory compliance. From fraud prevention to customer experience, deterministic AI applications continue to form the backbone of financial services—even as new technologies like generative and agentic AI emerge. In this episode, JoAnn …

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Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain 27:07

8d ago27:07

27:07

Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, speaks with Baxter Hines, CFA, Chief Investment Officer at Honeycomb Digital Investments and author of Digital Finance: Security Tokens and Unlocking the Real Potential of Blockchain. Hines shares how blockchain is reshaping finance—from stablecoins and tokenized bonds to…

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2336 FBF: An ‘Anarcho-Capitalist Manifesto' with Lew Rockwell Libertarian Author & Founder of the Ludwig von Mises Institute 47:53

11d ago47:53

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This Flashback Friday is from episode 402, published last August 20, 2014. Lew Rockwell is an American libertarian author and editor, self-professed anarcho-capitalist, a promoter of the Austrian School of economics, and founder and chairman of the Ludwig von Mises Institute. His website LewRockwell.com was founded in 1999 and features articles and…

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Turning Idle Cash into a Wealth Engine with Infinite Banking 21:23

11d ago21:23

21:23

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What do you do when you're doing everything “right” financially for your Canadian retirement—yet something still feels off? Ryan is a disciplined, high-earning young professional who’s bough…

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Balancing Efficiency and Trust in Field Service Operations - with Eric Rivas of Electrolux 23:45

12d ago23:45

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In today’s high-volume service environments, the smallest misstep can erode both efficiency and customer trust. In this episode, Eric Rivas, Director for Service Repair at Electrolux, joins Emerj Editorial Director Matthew DeMello to share how frontline data and technician expertise can be better captured, organized, and applied to deliver consiste…

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2335: Michael Zuber: Debunking Doomers and Creating Wealth in Real Estate 36:26

13d ago36:26

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Sign up for the Jason Hartman University Event this coming September https://www.jasonhartman.com/Phoenix . Also don't forget to register for our FREE Masterclass every second Wednesday of each month at https://jasonhartman.com/Wednesday Jason and Michael Zuber of https://onerentalatatime.com/ discuss the current real estate market, emphasizing tha…

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The Smith Maneuver–Style Strategy for Incorporated Business Owners 42:03

13d ago42:03

42:03

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What would you do if your business was sitting on millions in retained earnings — pay off your mortgage or put that money to work? Many successful business owners eventually face this dilemm…

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Why System Integrators Are Key to AI Success - with Pallab Deb of Google 44:36

13d ago44:36

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In this episode of the AI in Business podcast, Pallab Deb, Managing Director in SI & Industry GTM Partnerships at Google, joins Emerj CEO Daniel Faggella to discuss how AI infrastructure has evolved into a platform-centric foundation for enterprise transformation. Pallab explains why the modern AI stack extends beyond compute and storage to include…

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How Data Ownership Drives Trustworthy AI Models - with Joe Lang of Comfort Systems 16:39

13d ago16:39

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Joe Lang, Vice President of Service Technology and Innovation at Comfort Systems USA, joins the AI in Business podcast to discuss why a clear data strategy must come before investing in storage infrastructure for AI adoption. Joe outlines the risks of assuming that cloud providers or storage solutions alone will produce reliable intelligence, and w…

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ITPM Flash Ep87 RIP SAAS? 12:11

14d ago12:11

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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek dives into the cracks forming in the SaaS business model and what it could mean for major players like Salesforce (CRM). From commoditization of code and AI-driven efficiency pressures to the dominance of hyperscalers…

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Money Talks| Warren Buffett quotes 48:35

14d ago48:35

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Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, we discuss some colorful quotes from Warren Buffett and dig in to the meaning. If you enjoy listening to this podcast, please con…

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GenAI, Trust and Talent in Modern Loss-Prevention - with Joe Troy of Amazon 15:30

14d ago15:30

15:30

AI-powered video intelligence is transforming the retail environment from one of surveillance to one of support. In this episode, Joe Troy, Senior Manager of Site Risk at Amazon, shares how generative AI is helping organizations not only reduce shrink and detect fraud, but also foster transparency, trust, and operational efficiency across frontline…

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Operationalizing Portfolio Decisions at Speed and Scale - with Madhav Madaboosi of bp 25:22

15d ago25:22

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Today’s guest is Madhav Madaboosi, who is with bp. Madhav Madaboosi leads a global Digital Transformation Team in Future Midstream and Strategy at bp, where he is involved in leading initiatives spanning supply chain, logistics, energy movement, and customer-facing operations. With over two decades of experience in AI, advanced analytics, strategy,…

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2334 FBF: Investment Fraud on Wall Street with John Lawrence Allen Former LA Deputy District Attorney & Author of ‘Make Wall Street Pay You Back’ 49:37

18d ago49:37

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This Flashback Friday is from episode 388, published last July 16, 2014. John Lawrence Allen is a securities litigation attorney helping investors recover funds lost through investment fraud or incompetence. He’s a former Los Angeles Deputy District Attorney and author of the new book, “Make Wall Street Pay You Back.” Allen talks about the dirty tr…

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The Smarter Way to Build an Emergency Fund (That Actually Grows) 33:02

18d ago33:02

33:02

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you treating your emergency fund like a financial afterthought — or a true wealth-building tool? Let’s face it: stashing money away for “just in case” doesn’t exactly spark excitement. M…

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Turning Legacy Service Contracts into First Time Fix Wins - with Joe Lang of Comfort Systems 25:09

19d ago25:09

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Today’s guest is Joe Lang, Vice President of Service Technology and Innovation at Comfort Systems USA — a leading national provider of mechanical, electrical, and plumbing building systems services, with more than 45 operating companies across 170+ locations. Joe shares insights on managing data complexity in large field service operations — from t…

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2333: Real Estate Investing Insights: Navigating the Golden Age, Housing Market Secrets, the Lock-in Effect & Stubborn Sellers 30:29

20d ago30:29

30:29

Today Jason is in Sedona, Arizona, discussing the current state of technology and living standards while sharing insights about the real estate market and his personal experiences as a house hunter. He analyzed various market trends, including inventory levels, housing affordability, and the future of real estate investments, particularly focusing …

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Storage Strategies That Keep GenAI on Budget - with Amit Gupta of Danaher 16:58

20d ago16:58

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Today’s guest is Amit Gupta, Chief Digital Officer, Life Sciences Manufacturing Industry, at Danaher. Amit returns to the program to share the operational playbook behind building enterprise-ready AI infrastructure. While AI headlines tend to focus on models, Amit emphasizes that success begins with what’s underneath — the data. He outlines a four-…

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Six Figures in Canada? Here’s Why It Still Feels Tight 35:38

20d ago35:38

35:38

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Is a six-figure salary still enough to live comfortably in today’s world? You’ve built a business, crossed the $100K threshold, and checked off what used to be a major financial milestone. B…

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Money Talks | Finding Value 48:33

21d ago48:33

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Money Talks is hosted by Ryder Taff, Portfolio Manager at New Perspectives. In this episode, we talk about rising food prices, moving stocks from one broker to another, finding value in purchases and saving money while shopping. To email a question to the show, send it to [email protected]. If you enjoy listening to this podcast, please consider …

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A Different Perspective with Benedict Evans - AI’s Evolution: Hype, Real-World Impact and Moral Panic 1:01:26

21d ago1:01:26

1:01:26

In this weeks episode Nick talks to Benedict Evans Benedict Evans is an independent analyst with over 25 years’ experience in mobile, media, and technology. Evans recounts his career journey, from equity analysis of mobile operators, to strategic roles in media and telecoms, and later his work at venture capital firm Andreessen Horowitz. Nick and B…

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AI Use Cases Streamlining Commercial Insurance Operations - with Sidharth Ojha of AXA XL 21:16

21d ago21:16

21:16

Today’s guest is Sidharth Ojha, Head of Process Optimization in Data and AI at the AXA XL Global Underwriting Office. AXA XL is the property and casualty and specialty risk division of AXA, serving mid-sized companies and large multinationals across more than 200 countries and territories. In this episode, Sidharth breaks down where insurers are se…

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Brian Pisaneschi, CFA: Demystifying AI for Smarter Investing 24:48

22d ago24:48

24:48

CFA Institute Research and Policy Center senior investment data scientist Brian Pisaneschi, CFA, breaks down the future of AI in investing—covering retrieval-augmented generation (RAG), agentic workflows, and why human creativity remains your strongest edge. Discover how to pair large language models with accurate data to cut through noise, reduce …

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2332 FBF: The Corporatization of America with Ray Bourhis Attorney & Author of the Fictional Political Satire ‘Revolt: The Secession of Mill Valley’ 25:47

25d ago25:47

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This Flashback Friday is from episode 385 published last June 16, 2014. Ray Bourhis is a partner with the law firm of Bourhis & Wolfson in San Francisco, California, specializing in insurance bad-faith litigation. A graduate of Boalt Hall at the University of California, Berkeley, Bourhis has been a court-appointed Special Master overseeing reforms…

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Protect Your Profits: Why Corporate Class ETFs Belong in Your Portfolio 17:30

25d ago17:30

17:30

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you unknowingly overpaying tax on your investments—just because of how they’re structured? If you're a high-income Canadian or incorporated business owner, you already know how punishing…