From the mind of industry veteran Bob Doll comes Doll’s Deliberations®, a weekly investment commentary.
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Invest Global Podcasts
Hosted by Yonatan Adiri and Michal Lev-Ram, What’s Your Number? is a weekly podcast from Ark Media, looking at the Israeli economy through a global lens.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance. Find out more at www.feg.com/insight-bridge-podcast. Disclaimer: This podcast is for informational purposes only and should not be relied upon as a basis for investme ...
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The first and most comprehensive podcast series that focuses on foreign direct investment, EB-5, and Residency & Citizenship by Investment (RCBI) programs. Hosts Mona Shah and Rebecca Singh focus on micro-issues, such as the latest breaking news in the industry. In addition, we welcome guests from all over the globe including: Global and US Developers, Industry Specialists, Authors, Journalists, Legislators and Politicians. With hundreds of episodes spanning 8 years, the podcasts are diverse ...
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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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From Japan Real Estate market fundamentals, with a special focus on investment - through guides, tips, tricks and interviews with industry experts - this podcast is your one-stop-shop for audio content related to one of the world's most exciting (and profitable!) property markets. Find us at http://www.nippontradings.com
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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 Global Investors Podcast focuses on helping both active and passive investors generate income and generational wealth by investing in U.S. real estate. Listen to interviews with investors, syndicators, lenders, attorneys, property managers, and other industry professionals who have successfully built their businesses while working alongside real estate investors. Host Charles Carillo (of HarborsidePartners.com) began investing in apartments in 2006 with a 3-family house and has since inv ...
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Welcome to Invest Global! We focus on prime global investment opportunities from a small $100 investment that can grow into a reliable income stream to six and seven figure investments in prime emerging market real estate. Helping aspiring global citizens to reduce their tax bill, build wealth overseas, and diversify for maximum freedom. More money. More freedom. More options. Follow us on our journey and as always, invest global!
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On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure
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Hear our experts bring a new perspective to widely talked about market and economic topics.
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Most South Africans know that they should invest more offshore, but the details often cause more confusion than clarity. Listen and learn how to get global investing right with this special 4-part series – hosted by award-winning financial journalist, Bruce Whitfield.
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This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic ...
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Tap into the expert insights from the investment team at Sydney-based global fund manager, Peters MacGregor Capital Management. https://petersmacgregor.com
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The Financial Coconut is Singapore’s First Finance Podcast Network. We are focused on covering insights, stories and frameworks around Retirement, Financial Wellness and Income anywhere. If you love what we do, join our email list to stay connected. Feel free to join our community Telegram group! https://t.me/thefinancialcoconutpodcast Whatsapp channel: https://rebrand.ly/whatsapp-join-TFC More of what we do: https://linkin.bio/thefinancialcoconut Hosted on Acast. See acast.com/privacy for m ...
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A Value View is a series of topical podcasts from The Merchants Trust, focusing on developments affecting the UK market environment and how the trust navigates them. So what does this mean for investors? – join portfolio manager Simon Gergel as he offers his thoughts Hosted on Acast. See acast.com/privacy for more information.
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Join Munro Partners as we navigate the journey of growth investing.
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Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
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Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment. https://evenlodeinvestment.com
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What if finance could be fun? Or better yet…entertaining?! Join us, Kristen and Jen, two Wall Street veterans and life long best friends as we break down deals, talk about the news and the markets, and interview industry experts & celebrities. We're not afraid to ask all the dumb questions so YOU can go be smarter in real life. Meet us at the intersection of finance and pop culture --- subscribe today!
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Capital Link - Your Link To the global Investment Community
Capital Link - Your Link To the global Investment Community
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Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. Investment advisory services offered on a fee basis through Global Financial Private Capital, LLC an SEC Registered Investment Advisor.
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Welcome to Leaders, a podcast featuring long-form conversations with senior investors, CEOs, and entrepreneurs on topics that matter most to the investment community. In each episode, Joe Cass, Senior Director at S&P Global Ratings, explores market trends, investment outlooks, and personal stories from industry trailblazers. Listen now on Apple Podcasts, Spotify, YouTube, Amazon Music, and Deezer. This podcast series was formerly known as Fixed Income in 15.
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Conversations with people who dare to be different
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Want to keep up with all the news from China's business scene but short on time? Then tune into the Caixin China Biz Roundup! Each weekday, we break down the biggest developments in the Asian giant's economy, financial world and tech sphere — all in around 15 minutes! Expect to find lots of analysis and informative updates delivered in a fun, light-hearted manner. Also on our channel is the Caixin-Sinica Business Brief and China Stories, which are both produced in collaboration with SupChina ...
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PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.
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A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
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Enjoy exclusive interviews with industry leaders from a wide range of listed small—and mid-cap companies and stay updated with the latest market and industry trends. Hosted by Ashleigh Barry, Jon Franklin, Kyle Livingston and Moneer Barazi, along with contributors, Don Durrett and John Feneck, Global One Media invites top leaders and influencers from the crypto, small, and mid-cap space to join them for informative and in-depth discussions. With each episode, investors are provided with qual ...
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The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.
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Commonwealth Bank of Australia’s Global Economic & Markets Research team will cover off on the latest market and economic news and dive deep into the big issues impacting the Australian and global economy. Information in this podcast is of a general nature only. It does not take into account your objectives, financial situation or needs and does not constitute personal financial advice.
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Global Merces Funds Management is a specialised tech-focused "RE for hire" and Trustee that offers Fund Management Services and investments in Alternative Investments. "Our purpose is to impact society, industry and culture through the intentional movement of capital."
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Podcast by Vaughan Nelson Investment Management
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Not Just a Number is a podcast for entrepreneurs, creatives, and industry pioneers, who want to grow their businesses and protect what matters most to them and to their families. With six episodes launching this summer, the show goes far beyond tax and accounting to bring a unique perspective on business, innovative thinking and leadership from the people shaping global industries, including music, entertainment, technology, consumer brands, and private wealth. Each episode’s candid conversa ...
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Our investment team covers the world. But, they also need to be connected to share their insights. Furthermore, it’s no longer enough to simply be a human investor – being digitally enhanced through machine learning and AI to be able to interpret massive amounts of data is a must. Our new podcast offers analysis and insights to help investors remain informed and connected. Hosted on Acast. See acast.com/privacy for more information.
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In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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Ventures from the Valley is a podcast that focuses on all things business and investment, discussing the hottest topics with industry experts and thought leaders. This is the show you want to listen to if you want to grow your investment portfolio. Get ready to dive head-first into Silicon Valley with host Victor — and learn the true ins and outs of late-stage venture capital, from evaluating deals to understanding market cycles, portfolio strategy, and the mindset behind world-class founder ...
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Financial markets illuminated insight out
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Our mission is to provide you with a unique insight into the trends and events that move our financial markets. We’re sometimes controversial, sometimes not. But there are no products to be sold here, nor commissions to be made. Our only hope is that we may provide you with a new perspective on our Global Financial World.
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‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.
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This series features brief discussions with leading China experts on a range of issues in the U.S.-China relationship, including domestic politics, foreign policy, economics, security, culture, the environment, and areas of global concern. For more interviews, videos, and links to events, visit our website: www.ncuscr.org. The National Committee on U.S.-China Relations is the leading nonprofit, nonpartisan organization that encourages understanding of China and the United States among citize ...
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We are a global law firm with a long-standing track record of successfully supporting the world’s leading national and multinational corporations, financial institutions and governments on ground-breaking and business-critical mandates.
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Fmi.online brings to you an exclusive global podcast - "3 for Thursday" for understanding latest financial news and gaining knowledge in financial sector helping you get your dream job. Subscribe now and never miss an update from us!
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Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
Eric Clark
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Mega-Brands is a podcast for investors, traders, and brand marketers; Financial Advisors & investors who want to keep track of the most powerful mega-trends happening around the globe. In these podcasts we discuss the $50 trillion/year global consumer spending theme as well as other trends like: Artificial Intelligence, Digitization, and the Experience Economy. Let's make some money investing in Mega-Brands! https://www.globalbrandsmatter.com
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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
16
Forthlane Features is the premier podcast for high-net-worth individuals and families, family offices, and their trusted advisors. This podcast brings listeners direct access to the global experts and institutions across the wealth and asset management landscape, offering insights into sophisticated, institutional-grade capital allocation, alternative asset classes, and beyond. Through conversations with top-tier investment managers and advisors to high-net-worth clients, listeners gain acce ...
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1
GI340: Mortgage Note Investing for Beginners with Eddie Speed
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Mortgage note investing is becoming one of the most powerful alternatives to rental properties in today’s inflationary market. In this episode of the Global Investors Podcast, Eddie Speed explains why being the bank can be more profitable than being a landlord. With rising interest rates, shrinking rental cash flow, and negative leverage hitting re…
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JPMorgan's Global Chair of Investment Banking & Capital Markets, Liz Myers: IPOs & Equity Capital Markets 201
1:22:47
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Send us a text In this episode we sit down with Liz Myers, Global Chair of Investment Banking and Capital Markets at J.P. Morgan for an Equity Capital Markets deep dive. We get into IPOs vs follow-ons, primary vs secondary proceeds (and why sponsor-backed IPOs often use proceeds differently), convertibles and the reality of price discovery. Liz bre…
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Evenlode Global Income Investment View – A Bubble In Quality
9:10
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This month we discuss the market performance and valuation of quality companies including the recent underperformance of high-quality businesses despite their solid financials and dividend growth. We further explore the complexities of market indices and valuation metrics. --- Please note, these views represent the opinions of the Evenlode team as …
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1
SDRs: The Easy Way to Invest in Global Stocks [Chills 246 ft SGX]
32:03
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From buying bite-sized global stocks in Singapore dollars to navigating FX risks, SGX breaks it all down for us. Meet Bernice Tan, VP of SGX, who gives us an insider’s look at how SDRs simplify overseas investing for local investors. Highlight: What exactly is an SDR? Think of it like a "mirror" to overseas stocks, offering you exposure to big name…
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How a New Global Order Is Rewriting Commodity Investing (Tomasz Nadrowski)
1:05:20
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Tomasz Nadrowski is one of the deepest thinkers in the natural resources sector, and we finally got him on the show. From his position in New York, Tomasz's fund invests purely in non-Chinese critical mineral plays – a challenging feat in a sector dominated by Chinese offtakes, mining, and processing. We pressed Tomasz to share his unique views on …
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Bigger Tax Refunds Likely to Power the Economy
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Our U.S. Economist Heather Berger discusses how larger tax refunds in 2026 could boost income and help support consumer balance sheets throughout the year. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market and Happy New Year! I’m Heather Berger, from Morgan Stanley’s US Economics Team. On today’s episo…
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Where Are The Opportunities In 2026 According To DBS [Chills 248, Sponsored by DBS CIO Insights Funds]
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What does the future of investing look like? With interest rates shifting, the rise of AI, and the potential for a U.S. dollar shakeup, you’re probably wondering—what’s the smartest way to protect and grow your wealth? Adrian Low and Dharit Shah, from Team DBS, are in the studio to break down the latest market trends, share their investment strateg…
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Special Encore: What’s Driving U.S. Growth in 2026
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Original Release Date: November 25, 2025 Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026. Read more insights from Morgan Stanley. ----- Transcript ----- Michael Gapen: Welcome to Thoughts on the Market. I’m Michael Gapen, Morgan Stanley’s Chief U.S. Economist. Today I'll review o…
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Special Encore: Investors’ Top Questions for 2026
11:17
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Original Release Date: December 3, 2025 Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross-Asset Strategist Serena Tang address themes that are key for markets next year. Read more insights from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael …
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Episode 749: iMetal Resources ($IMR): Gowganda West Gold Project Updates and 2026 Catalysts
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iMetal Resources (TSXV: IMR | OTCQB: IMRFF | FRA: A7VA) has completed its 2025 Phase 1 drill program at the Gowganda West Gold Project in Ontario, with focus now turning to the upcoming assay results. In this interview, President and CEO Saf Dhillon discusses the Phase 1 drilling completion, a strategic antimony opportunity in Bosnia, key catalysts…
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Episode 748: Questcorp Mining ($QQQ): 2025 Milestones, 2026 Plans and Key Catalysts
7:37
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Questcorp Mining (CSE: QQQ | OTCQB: QQCMF | FSE: D910) Founding Director, President, and CEO Saf Dhillon shares what investors should keep an eye on as the company heads into 2026. The interview covers exploration updates from the La Union Gold-Silver Project in Mexico and the North Island Copper Property in British Columbia, and why 2026 could be …
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Episode 747: How Sidney Resources ($SDRC) Is Positioning for Value Creation in 2026
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A new chapter is beginning at Sidney Resources (OTCID: SDRC). In this interview, CEO Sean-Rae Zalewski and COO and Treasurer Dan Hally share key developments driving the company’s momentum at Idaho’s Warren Mining District. From expanding their land position at the Warren District Project to making progress in isolating iridium and discussing the c…
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Smart Rabbits: American Small Businesspeople, Trade Wars, and the Future of U.S.-China Relations
40:10
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Smart Rabbits: American Small Businesspeople, Trade Wars, and the Future of U.S.-China Relations looks at how small businesses navigate the intricate web of U.S.-China relations. Author Douglas Barry captures the voices of entrepreneurs whose daily lives reflect the larger narrative of economic interdependence and geopolitical tension, profiling Am…
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Industry S3E6 "Nikki Beach, or So Many Ways to Lose" | Pierpoint as the Short of the Century
1:38:42
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Send us a text In this episode, we see that friendship and loathing truly are two sides of the same coin. While everything is collapsing for Eric and Yasmin personally, professionally, and morally, Harper is finally ascending into her full power --- at both of their expense. We finally learn what really happened to Yasmin's dad, drawing uncomfortab…
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Special Encore: Who’s Disrupting — and Funding — the AI Boom
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Original Release Date: November 13, 2025 Live from Morgan Stanley’s European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth, and how Europe factors in. Read more insights from Morgan Stanley. ----- Transcript ----- Paul Walsh: Welcome to Thoughts on the Market. I'm Paul W…
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Episode 746: Angkor Resources ($ANK): Value-Boosting Milestones and Catalysts to Watch in 2026
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Angkor Resources (TSXV: ANK | OTCQB: ANKOF) has made significant progress this year, including the sale of its Saskatchewan oil and gas asset and the discovery of the CZ gold prospect on the Andong Meas exploration license in Cambodia. In this interview, CEO Delayne Weeks discusses the company’s strategy, recent developments, and key catalysts head…
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What is a surety bond in real estate, and why is it NOT insurance? Most people misunderstand how surety bonds actually work and that confusion can lead to costly mistakes in real estate deals. In this video, we break down surety bonds in real estate in simple terms. You’ll learn how surety bonds work, who they protect, and why they’re required for …
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Industry S3E5 "Company Man" | Why the Next “Lehman” Won’t Come From Banks
39:18
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Send us a text A public inquiry into Lumi’s £2bn government bailout exposes Pierpoint’s role in the disastrous IPO, where Robert is sent to testify in front of a UK select committee. The episode lays bare how firms protect themselves in crises: lawyers serve the institution, not employees, and blame is carefully redirected toward anyone expendable …
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Special Encore: 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
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Original Release Date: November 19, 2025 Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and…
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1
Maverick Economics - The Austrian School with Dr Mark Thornton of the Mises Institute
49:31
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What have the Austrians ever done for us? The answer is quite a lot, particularly regarding the importance of liberty and free markets, and how government overreach in economic matters results in long-term damage and decline. However, Carl Menger, Ludwig von Mises, Friedrich Hayek, and other members of the so-called Austrian School have long occupi…
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GI339: Mortgage Note Investing with Nic DeAngelo
29:23
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In GI339 of the Global Investors Podcast, host Charles Carillo sits down with Nic DeAngelo, CEO of Saint Investment Group, to break down mortgage note investing, non-performing loans (NPLs), and how investors can generate consistent passive income through real estate debt. In this episode, you’ll learn: • What mortgage note investing is and how it …
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Special Encore: 2026 Global Outlook: Slower Growth and Inflation
10:53
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Original Release Date: November 17, 2025 In the first of a two-part episode presenting our 2026 outlooks, Chief Global Cross-Asset Strategist Serena Tang has Chief Global Economist Seth Carpenter explain his thoughts on how economies around the world are expected to perform and how central banks may respond. Read more insights from Morgan Stanley. …
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Episode 745: Ioneer ($IONR) Managing Director Bernard Rowe on Rhyolite Ridge’s Importance & U.S. Boron Demand
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Lithium and boron are becoming increasingly strategic as energy storage, AI, and national security priorities reshape global supply chains. Ioneer (ASX: INR | NASDAQ: IONR) Managing Director Bernard Rowe discusses why boron was added to the U.S. critical minerals list, how their Rhyolite Ridge Project in Nevada is positioned to support domestic sup…
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Industry S3E4 "White Mischief" | The Rishi Episode: Trading vs. Gambling, Liz Truss, Emergency QE, Sterling Crisis, and More!
1:56:38
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Send us a text In this episode we discuss Season 3, Episode 4: "White Mischief", one of the strongest (and darkest) episodes of the series thus far. What starts as a Christmas episode turns into a brutal examination of luck, power, and the lies we tell ourselves and others. At the end of the day, this episode forces the question: is all trading gam…
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Can Israel Become a Trillion Dollar Economy? - with Michael Eisenberg
46:39
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Find us on: 📺 YouTube 📸 Instagram 💼 LinkedIn 𝕏 Michal on X 𝕏 Yonatan on X 📩 Write to us here 📈Our WYNDEX update for today: It’s our last WYNDEX update of the year! On that note, here is our year-to-date comparison: WYNDEX - 20.78% S&P - 15.77% NASDAQ - 20.12% Our best performers of the year were: Lemonade with 125% Elbit with almost 100% Nova measu…
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Will the Data Center Boom Impact Your Wallet?
10:51
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Our Thematic and Equity Strategist Michelle Weaver and Power, Utilities, and Clean Tech Analyst David Arcaro discuss how investments in AI data centers are affecting electricity bills for U.S. consumers. Read more insights from Morgan Stanley. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, Morgan Sta…
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Episode 744: EShallGo’s ($EHGO) 2026 Focus: AI Adoption and North American Expansion
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How is real customer feedback shaping the future of enterprise AI? In this interview, we speak with Qiwei Miao, Executive Director and CEO of eShallGo (NASDAQ: EHGO), about execution, AI adoption, and what investors should watch as his company heads into 2026. Learn more: https://ir.eshallgo.com Watch the full YouTube interview here: https://youtu.…
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How Can Non-Residents of Japan Get Financing for a Holiday Home or AirBnb Property?
54:47
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Interview with Mark Drabkin, founder of "Yen Loans" Check out "Yen Loans K.K." Connect with Mark Drabkin on LinkedIn Pre-register for discounted, early-bird tickets for the April 2026 Japan Real Estate Summit, in Tokyo or online! Contact us at NTI for advice, consultations, free referrals to local professionals, and all of your Japan Real Estate ne…
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Evenlode UK Select Investment View – Quality Dials Up
28:21
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Though 2025 performance has been disappointing, the portfolio continues to contain a diversified list of market-leading quality businesses. This investment view includes a discussion on a range of portfolio companies, and what we are hearing on the ground. --- Please note, these views represent the opinions of the Evenlode team as of 15th December …
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Evenlode Income Investment View – Quality Dials Up
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Though 2025 performance has been disappointing, the portfolio continues to contain a diversified list of market-leading quality businesses. This investment view includes a discussion on a range of portfolio companies, and what we are hearing on the ground. --- Please note, these views represent the opinions of the Evenlode team as of 15th December …
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Rebalancing Portfolios as Risk Premiums Drop
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Our Chief Cross-Asset Strategist Serena Tang discusses how current market conditions are challenging traditional investment strategies and what that means for asset allocation. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Serena Tang, Morgan Stanley’s Chief Cross-Asset Strategist. Today – doe…
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Episode 743: Sonoro Gold ($SGO | $SMOFF): On the Path to Gold Production in Sonora, Mexico
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Now that Mexico is advancing its permitting process and becoming more open to the development of open-pit mines, Sonoro Gold (TSXV: SGO | OTCQB: SMOFF | FRA: 23SP) expects to see a strong future in the gold sector. President & CEO Kenneth MacLeod discusses why Mexico’s evolving stance on mining matters, how the company is progressing toward develop…
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The Party's Interests Come First: The Life of Xi Zhongxun, Father of Xi Jinping
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The Party's Interests Come First is the first English-language biography of Xi Zhongxun, the father of China's current leader, Xi Jinping. It is both a story of the Chinese revolution and the first several decades of the People's Republic of China and a personal account of developing one's own sense of identity within a larger political context. Dr…
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1
The Center Book: The Quiet Heart of Multi-Manager Hedge Funds
8:44
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Send us a text Everyone talks about pods and PMs in multi-manager hedge funds. But what about the Center Book? In this episode, Vincent and Saâd unpack the quiet infrastructure at the heart of every multi-manager platform — managing firm-wide risk, balancing exposures, and making the difference between a coordinated strategy and a collection of bet…
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Matt Peterson on His Investment Approach and Proprietary AI Research Platform
1:01:03
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1:01:03
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Matthew Peterson, Managing Partner of Peterson Capital Management, to discuss his investment philosophy and an internally developed, proprietary AI research platform. Matt's investment approach combines a value-oriented, research-intensive process with sophisticated o…
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FX Weekly - US dollar and Australian dollar outlook
9:38
9:38
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Kristina Clifton and Samara Hammoud discuss the outlook for the US dollar, the implications for the Australian dollar and the broader outlook for Australian dollar cross rates. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Au…
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In this Strategy Saturday episode, Charles Carillo breaks down the 5-step value add multifamily process used to increase apartment NOI and transform underperforming apartment complexes into higher-value assets. Value add apartment investing is not just about renovating units and raising rents. True value is created by improving operations, fixing d…
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1
How Many Of Those Foreign Investments Are Due To Trump's Tariffs?
12:23
12:23
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President Donald Trump is the most loquacious Chief Executive the country has ever seen. During his third campaign for President, he would speak before tens of thousands, often for hours, while enthralling everyone. His crowds loved it and came away feeling they understood precisely what Trump's vision for America was. However, as he has transition…
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1
How Many Of Those Foreign Investments Are Due To Trump Tariffs?
12:23
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12:23
President Donald Trump is the most loquacious Chief Executive the country has ever seen. During his third campaign for President, he would speak before tens of thousands, often for hours, while enthralling everyone. His crowds loved it and came away feeling they understood precisely what Trump's vision for America was. However, as he has transition…
…
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1
HowMany Of Those Foreign Investments Are Due To Trump's Tariffs?
12:23
12:23
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12:23
President Donald Trump is the most loquacious Chief Executive the country has ever seen. During his third campaign for President, he would speak before tens of thousands, often for hours, while enthralling everyone. His crowds loved it and came away feeling they understood precisely what Trump's vision for America was. However, as he has transition…
…
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To conclude their two-part discussion, our Head of Corporate Credit Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett discuss the outlook for inflation and monetary policy, with implications for investment-grade credit. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: …
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Episode 742: John Feneck on Silver, Gold, and Under-the-Radar Mining Opportunities
21:10
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Gold and silver are reaching new highs in 2025, but several opportunities may still be under the radar.t Feneck Consulting Group CEO John Feneck discusses how he’s navigating today’s precious metals cycle, global banks’ 2026 forecasts, the growing importance of critical minerals amid shifting economic and geopolitical conditions, and select develop…
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A Once-in-a-Generation Opportunity in UK Mid-Caps?
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As the year draws to a close, the UK stock market presents a polarised picture, with a narrow band of large-cap stocks leading the way. But is the real story in the overlooked and undervalued mid-cap sector? In this episode of "A Value View," Portfolio Manager Simon Gergel joins host Jon Cronin to discuss what he feels could be a “once-in-a-generat…
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Why is the US selling NVIDIA's H200 chips to China?
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On December 8, 2025, President Donald Trump stated that NVIDIA would be allowed to sell its advanced H200 chips to China. This decision departs from previous U.S. policy that prevented the export of H200 chips to China to preserve the United States' lead over China in the AI race. Industry leaders touted economic incentives, such as U.S. companies'…
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1
How Many Of Those Foreign Investments Are Due To Trump's Tariffs
12:23
12:23
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President Donald Trump is the most loquacious Chief Executive the country has ever seen. During his third campaign for President, he would speak before tens of thousands, often for hours, while enthralling everyone. His crowds loved it and came away feeling they understood precisely what Trump's vision for America was. However, as he has transition…
…
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Gerard Minack: Founder of Minack Advisors
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In our final episode of 2025, we are joined by macro strategy expert Gerard Minack, for a wide-ranging discussion on markets, policy and risk. Gerard reflects on his career, how macro investing has evolved, and why human behaviour still matters as much as data and technology. The discussion explores the AI boom, including market concentration and i…
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Episode 741: Rua Gold ($RUA) CEO Discusses Project Portfolio and 2026 Catalysts
13:07
13:07
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Rua Gold (TSXV: RUA | OTC: NZAUF | WKN: A40QYC) is unlocking some of the most prospective gold in New Zealand, with two flagship assets: the Reefton and Glamorgan Projects. In this interview, CEO & Director Robert Eckford discusses the company’s investment highlights, projects, 2026 catalysts, and more. Learn more: https://ruagold.com/ Watch the fu…
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