The Institute of Trading and Portfolio Management (ITPM) provides industry-leading financial education. Listeners will have access to some of the best minds in the Investment Management industry talking through current and relevant ideas in the financial markets. Expect to expand your investment knowledge and improve your trading performance.
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.
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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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The 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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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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Money Talks focuses on personal finance as it applies to Mississippians. In any given week, we’ll talk about anything from preparing your taxes to saving for college or investing in the stock market. Our experts, Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives, are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute. They join Kevin Farrell in the ...
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Welcome to Season 7 of REady2Scale, the go-to podcast for real estate investors, with a special emphasis on multifamily investing. In this podcast, we explore the dynamic landscape of various investment strategies, from real estate to farmland and more, offering you insights, strategies, and stories to enhance your agility and foresight in the market. Each episode is designed to empower you, whether you're a seasoned investor or just starting out. From analyzing market shifts to uncovering i ...
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Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. With $36 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient. Listen to the show ...
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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Expert insights from quants for quants. Listen to QuantSpeak to hear from thought leaders in quant finance as they share their insights into the latest research and industry practice. QuantSpeak is created by the CQF Institute. Part of Fitch Learning, the CQF Institute is the awarding body for the Certificate in Quantitative Finance and provides a platform for educating and building the global quantitative finance community. Find out more at www.cqfinstitute.org
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The go-to resource for the crypto curious. Tune in to long-form deep dives with movers and shakers or spend your short coffee breaks with our mini dives, where we unstack interesting insights and market observations. Wherever you are, grab your fresh #CUP of crypto!
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Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History
17:12
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17:12At CFA Institute LIVE 2025, returning guest Mark Higgins, CFA, sat down with guest host Lotta Moberg to explore the rise—and risks—of private credit. With a historical perspective and a sharp eye for market cycles, Mark challenges the prevailing optimism, drawing parallels to past investment booms and offering a compelling case for greater caution.…
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More Economists Now Predict Home Prices Will Drop in 2025
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46:37As rising inventory and high mortgage rates weigh on the housing market, a growing number of economists expect U.S. home prices to decline this year. Today's Stocks & Topics: AVGO - Broadcom Inc., Market Wrap, REGN - Regeneron Pharmaceuticals Inc., More Economists Now Predict Home Prices Will Drop in 2025, LLY - Eli Lilly & Co., PBF - PBF Energy In…
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Improve Your Plan & Live Comfortably During Retirement
54:50
54:50
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54:50On this week's episode, advisors Ford Stokes and Sam Davis discuss different ways you can improve your finances and live more comfortably during retirement – no matter how much you have saved! -- Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan Listeners Can Call Us at (770) 685-1777 Listen to the show every weekend o…
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2310 FBF: Creation vs. Evolution with Dr. Geoffrey Simmons of the Discovery Institute Center for Science & Culture
49:13
49:13
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49:13This Flashback Friday is from episode 210 published last April 24, 2011. Jason talks with Dr. Geoffrey Simmons, a physician who is Board-certified in Internal Medicine and Disaster Medicine. He has a B.S. in Zoology and has completed the course work for a Masters degree in Microbiology. Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/Jaso…
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Phased Selling: The Smarter Way to Shift Family Wealth | Canadian Investment Portfolios
24:24
24:24
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24:24Ready 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 fixing your aging parent's high-fee investment portfolio triggered a $200,000 tax bill here in Canada? Many Canadians discover too late that cleaning up a poorly managed investment p…
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Japan Bond Yield Surge Raises Carry Trade Unwind Concerns
45:56
45:56
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45:56Japan’s government bond yields have surged, sparking fears that investors may unwind carry trades, potentially impacting global financial markets. Today's Stocks & Topics: LECO - Lincoln Electric Holdings Inc., MDT - Medtronic PLC, Market Wrap, Japan Bond Yield Surge Raises Carry Trade Unwind Concerns, Investing in the Country of Morocco, SMH - Van…
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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 breaks down the current market mood—where macro data remains benign, tariffs are still a moving target, and risks like stagflation are underpriced. He presents a compelling long idea in mid-cap tech: Xometry (XMTY), a…
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3 Measures of Risk That Affect Your Portfolio
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46:50Learn how different types of risks—such as interest rate, market, and inflation risk can impact your portfolio— and why understanding them is crucial for making informed investment choices. Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap, CAT - Caterpillar Inc., 3 Measures of Risk That Affect Your Portfolio, Bonds, DG - Dollar Genera…
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2309: Strong Rental Market Demand, The Age of Bitcoin and the Coming Ai Disruptions with Mark Moss
48:32
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48:32Jason provides insights into the current real estate market conditions and investment opportunities, particularly noting trends in rental rates and the potential for note investments. Jason examines the impact of economic uncertainty on rental trends and predicts future pressures on rental prices due to increased demand and institutional investor i…
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The Hidden Bias Costing Canadian Investors Thousands
37:27
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37:27Ready 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 your investment and business decisions secretly driven by fear of losing money more than the potential to gain? Whether you're chasing high returns through crypto, real estate, or equiti…
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Tax Loss Harvesting 2.0 (for Real Estate Investors)
24:20
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24:20What does it really take to manage $10M+ in today’s uncertain environment? In this episode, Jeannette Friedrich is joined by Samuel Harnish, founder of Quantitative Financial Strategies and former investment committee member of a billion-dollar multifamily office. With deep insight into both institutional investment research and personal wealth adv…
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Even with limited savings, you can still retire comfortably by assessing your finances, exploring part-time work or downsizing, maximizing retirement contributions... and more. Today's Stocks & Topics: WMB - Williams Cos., Market Wrap, Relocated Some of My Portfolio from the US to Europe, How to Retire with Little Savings, CIVI - Civitas Resources …
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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 economic indicators and their importance to your personal finance. What are they? How do we learn from them? What make…
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What does investment governance look like when success is defined by more than just returns? In this episode, Andy Farrington, Mercer's Multinational Investments Leader, is joined by Lee House of ABB’s Group Pension Management Team and Deborah Frost, Chair Elect of Mercer UK Master Trust, to discuss how large asset owners may navigate complex decis…
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5 Creative Ways to Create Additional Income with Real Estate
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5:04Think rent is the only way to generate income from real estate? Think again. In this episode of REady2Scale, Jeannette Friedrich from Blue Lake Capital breaks down five practical, underutilized strategies that multifamily operators can deploy to unlock hidden revenue potential from their properties. Whether you're an operator, asset manager, or inv…
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Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional Living
48:03
48:03
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48:03Today on the podcast, Rusty and Robyn are joined by Morgan Lemaitre, Founder & Owner of Park City Wealth Advisors. Morgan Lemaitre, CFP®, founder and owner of Park City Wealth Advisors, boasts over a decade in the financial services industry, however her background goes beyond that. From competitively figure skating on behalf of Team USA to cooking…
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Best of Caller Questions - Memorial Day 2025
46:54
46:54
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46:54In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Investing Options, Investing Apps, Dentists and Equity Firms, Dollar Cost Averaging, Trading Earnings Reports, Investment Portfolio Percentage, Politicia…
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Institutional Crypto Adoption Depends on Solving Risk Management Challenges
46:59
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46:59The future of institutional involvement in crypto hinges on developing robust risk management frameworks that provide transparency, accountability, and regulatory clarity, enabling traditional financial institutions to confidently engage with digital assets. Today's Stocks & Topics: SYF - Synchrony Financial, Market Wrap, Institutional Crypto Adopt…
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Protect Your Investments and Create Income for Life
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54:50Advisors Ford Stokes and Sam Davis share a special Memorial Day message for listeners before discussing a quote from novelist Jane Austen. Then, they dive into exactly how annuities work and some of the best options available for those looking to establish a personal pension in retirement. -- Schedule Your Free Meeting with a Fiduciary Advisor : ww…
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2308 FBF: Crash of the Titans: Greed, Hubris and The Fall of Merrill Lynch and the Near Collapse of Bank of America with Author Greg Farrell
56:43
56:43
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56:43This Flashback Friday is from episode 257 published last May 1, 2012. Jason Hartman is joined on this episode by Greg Farrell, author of Crash of the Titans: Greed, Hubris, The Fall of Merrill Lynch, and the Near Collapse of Bank of America, for a discussion of the economic crash and the resulting bailouts, as well as some of the inside dealings wi…
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23 Years Old & Already Thinking Like A Millionaire: A Canadian Business Owner Case Study
29:44
29:44
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29:44Ready 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 could lay the perfect financial foundation for your future? Whether you're just starting your Canadian business journey or already juggling multiple ventures, knowing how and whe…
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China’s Fossil Fuel Output Retreats from Record Highs Amid Price Slumps
44:18
44:18
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44:18China’s fossil fuel production declined in April, but year-on-year output of natural gas, crude oil, and coal still rose— as the government prioritized supply security despite falling prices. Today's Stocks & Topics: MJ - Amplify Alternative Harvest ETF, Market Wrap, China’s Fossil Fuel Output Retreats from Record Highs Amid Price Slumps, Real Esta…
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Moody’s U.S. Credit Rating Downgrade: What It Means for Your Money
46:02
46:02
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46:02Moody’s downgrade of the U.S. credit rating to Aa1 is expected to push up borrowing costs for consumers-impacting mortgage, auto loan, and credit card rates-while highlighting growing fiscal challenges for the nation. Today's Stocks & Topics: FRSH - Freshworks Inc. Cl A, Market Wrap, FRSH - Freshworks Inc. Cl A, DG - Dollar General Corp., Moody’s U…
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Real assets and Asia-Pacific: Global diversification and regional opportunity
12:42
12:42
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12:42In this episode, Jo Holden is joined by Alan Synott and Robert Ronneberger to explore the evolving real assets landscape. They discuss where we are in the real assets cycle, the case for global diversification, opportunities and challenges in Southeast Asia, and practical strategies for asset owners navigating today’s dynamic market environment. Th…
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2307: No Monthly Payments: Your Guide to Home Equity Agreements (HEA)
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39:45Jason introduces Home Equity Investments (HEI), a growing industry where companies buy a portion of homeowners' equity, awaiting a future liquidity event like a sale or refinance, without requiring monthly payments. Hartman views this as a significant indicator of institutional investors' bullish outlook on residential real estate, similar to "buil…
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When Easy Leverage Beats Complex Strategies - A Canadian Business Owner Case Study
34:31
34:31
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34:31Ready 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 leveraging your assets the smart way here in Canada—or making it harder than it needs to be? Many Canadian business owners and investors have both corporate and personal assets—but f…
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What Is Quant Modeling? (And Why It Matters in CRE)
27:22
27:22
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27:22What is quantitative modeling and what does it have to do with real estate investing? More than most people realize. In this episode, Jeannette Friedrich is joined by finance professor and former Federal Reserve fellow David Leather to break down the world of quantitative modeling - what it is, how it evolved, and why real estate investors should b…
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The Total Return Conundrum — Rethinking Portfolio Strategy for Endowments and Foundations
20:51
20:51
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20:51In this episode of Critical Thinking, Anubhuti Gupta and Adeline Tan tackle one of the most pressing challenges facing endowments and foundations: delivering sustainable returns amid rising market concentration, volatility, and lower future expectations. They discuss how diversification beyond traditional equities, smarter liquidity management, and…
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