Portfolios for learning and more brought to you by the Mahara team at Catalyst IT. Host Kristina Hoeppner talks with portfolio practitioners, researchers, learning designers, students, and others about their portfolio story.
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Portfolio Podcasts
How can you create an unshakeable business? My name is Leila Hormozi and I crossed $100M by the age of 28. Now I’m growing acquisition.com into a billion-dollar portfolio. In this podcast, I share the lessons I’ve learned in scaling big businesses and helping our portfolio companies do the same. Buckle up, Let's BUILD. New Episodes Every Monday & Wednesday!
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A look at issues affecting the bank and insurance securities community
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A weekly reality check on sensible investing and financial decision-making, from three Canadians. Hosted by Benjamin Felix, Cameron Passmore, and Dan Bortolotti, Portfolio Managers at PWL Capital.
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Are you struggling to create a career and life vision that you love? Portfolio Career Podcast is here to provide proven success stories, actionable tips, and key skills to do this for you. David Nebinski talks with people who have designed their Portfolio Career that allows for growth, resiliency, and happiness. Tune in to build and grow your Portfolio Career. Let's have some fun!
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Investing is the best way to build wealth, but comes with risk and uncertainty. Want to grow a portfolio of stocks, bonds, ETFs and more? This is the show to boost your knowledge and build your confidence. Join us on the journey through bull markets, bubbles and crashes. Bring snacks and a steady hand; we're in it for the long haul... Hosted by Ramin Nakisa (YouTube @PensionCraft) and Michael Pugh. Contact us: [email protected]
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Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
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In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about. Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We hope you enjoy the unique perspectives.
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Are you struggling to create a career that you love? Do you wonder if you could hold multiple jobs and projects at once? A Portfolio Career is here to answer your questions. David Nebinski talks with people who have designed Portfolio Career that allows for growth, resiliency, and happiness. Tune in to learn how to create a Portfolio Career of your own. Let's have some fun!
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Welcome to Portfolio Perspective: Managing Risk & Seizing Opportunity, a podcast focused on the asset-based lending industry. Join Andrew Pace, Chief Client Experience Officer at Asset Compliant Solutions, as he interviews experts, shares insights, and explores strategies for managing risk, optimizing portfolio performance, and seizing opportunities in an ever-evolving financial landscape. From regulatory changes to technological advances, each episode provides actionable takeaways and deep ...
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Welcome to Yahoo Finance's Stocks in Translation with master statistician Jared Blikre and 'voice of the people' producer Sydnee Fried. It's our essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. Look for jargon busting, and the smartest voices on the street.
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Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment ...
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NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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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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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial ...
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A podcast that captures the key issues, successes, challenges, and lessons learned in the microcap space through in-depth interviews with high-level leaders across Shore Capital and our portfolio companies.
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Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.
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Project Insight's project portfolio management software centralizes your organization's project data across teams and software tools to give you a complete real-time picture of collaboration, budgets, resources, initiatives, and project status.
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This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
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An insightful and lively podcast that gives you access to ideas and insight from a range of market experts from Manulife Investment Management.(Intended for Advisor Use Only)
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PRIVATE EQUITY INVESTORS & CEOs turn to Demand Revenue when their portfolio companies need experienced marketing leadership.
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In the Money with Amber Kanwar brings you actionable ideas from top money managers to help you make profitable decisions. As one of Canada’s most recognizable business journalists and the former host of BNN Bloomberg’s Market Call, join Amber as her guests answer your questions on individual stocks and offer their best investment ideas.
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Our finances, portfolios and the markets are affected daily by the policies and politics coming out of Washington. In each episode of WashingtonWise, host Mike Townsend, Charles Schwab’s Vice President for Legislative and Regulatory Affairs, focuses a non-partisan eye on the stories that matter most to investors, and his guests offer actionable suggestions for what to do--and what not to do--with your portfolio. Podcasts are for informational purposes only. This channel is not monitored by C ...
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Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
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Financial Commentary, Stock Market Updates, Educational Recordings, and 1-on-1 Interviews from CB3 Portfolio Manager Charles Brown, III (a.k.a. CB3)
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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
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Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, and Ying Yi Ann Cheng, a portfolio management director. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. If this recording contains reference to any financial products, that reference does not constitute financial advice or a recommendation, and may not be ...
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Join Corey Hoffstein and Rodrigo Gordillo as they explore the world of return stacking with insights from leading experts and real-world applications. Break away from traditional portfolio construction and rethink successful investing.
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Tea and Crumpets is Formidable Asset Management's biweekly podcast that features Formidable's Managing Partner and CEO, Will Brown, and Chief Investment Officer, Adam Eagleston, CFA, talking directly about current events in relation to their expertise and business in a conversational manner.
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Each week Scott Mallernee and John Goodhue of APO Financial in Palm Beach Gardens discuss wealth planning and tax strategies to help you grow your portfolio and keep more of what you've made.
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The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
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Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursui ...
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When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working ...
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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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Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
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We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.
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We believe that a high quality rental property is the best investment a person can make. This podcast equips listeners to build a rental portfolio of their own. Each week host, Kirby Atwell, interviews someone who is living off rentals and identifies best practices, advice, and potential investing pitfalls to avoid!
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Investing in property can be incredibly rewarding and our aim with the Australian Property Podcast is to provide answers to frequently asked questions. Our guests are experts in their industry and we’re picking their brains to tackle the issues that investors encounter when growing their property portfolio. Too often investors are confused and overwhelmed with conflicting information – we want our conversations to educate investors and to see you build a quality property portfolio.
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The Risky Science Podcast features conversations with scientists, insurers, investors, portfolio managers, and others about the evolving science of predicting and modeling risk across both natural and man-made perils.
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The Broken Pie Chart Podcast offers fresh looks at investment portfolio management, economics, markets, retirement planning, and more by simplifying and explaining important aspects of financial markets and the economy in easy to understand ways.
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Since 2007, Ricardo Vargas publishes the 5 Minutes Podcast where he addresses in a quick and practical way the main topics on project, portfolio and risk management.
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Millionaire Mindcast helps you build wealth through commercial real estate and passive income. Hosted by investor Matt Aitchison, it delivers three weekly episodes with expert insights, strategies, and lessons from top investors. Whether you want you diversify or scale your real estate portfolio and income, this is your go to guide.
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Hosts Lauren Goodwin and Julia Hermann bring a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investments.
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Presented over a number of weeks by the co-founders of Algo-Chain, Allan Lane, Ph.D & Irene Bauer, Ph.D*
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The Private Equity PErspectives podcast serves as a forum for private equity dealmakers to discuss navigating today’s dynamic investment environment, while preparing for challenges and opportunities on the horizon. In each episode, BDO’s Private Equity practice connects with leaders in the industry to talk deal activity, fund strategies, and portfolio company optimization.
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Are you curious about owning physical gold, silver, and other precious metals? America's Gold Authority® Podcast, presented by U.S. Money Reserve, provides information and insights into these tangible assets, exploring their role in preserving wealth and navigating market fluctuations. The experts at U.S. Money Reserve identify and break down key factors influencing gold and precious metal pricing, portfolio strategies, and how to securely acquire and store physical metals. Learn how gold an ...
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Demystifying the conversations we're already here at RRE and with our portfolio companies. In each episode, your hosts, Will Porteous, Raju Rishi, and Jason Black will dive deeply into topics that are shaping the future, from satellite technology to digital health, to venture investing, and much more.
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The Dion Guagliardo Podcast is a show that brings on Australian business people, leaders and innovators from a variety of industries to discuss entrepreneurship, work ethic and how they achieved success
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CMOs Driving Success at Private Equity Portfolio Companies
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Fractional/Interim CMO and CMO coach Alan Gonsenhauser (Demand Revenue) explains what it really takes to thrive in PE-backed companies: speaking the language of finance, aligning on value creation and MOIC, building repeatable revenue engines, and acting like a business leader (not just a marketer). We cover why PE can be a career accelerator, when…
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EP77: From tariffs to tensions: Investing through global uncertainty - Janus Henderson Investors
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In this episode of the Netwealth Portfolio Construction Podcast, Paul O’Connor is joined by Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors. Jay shares his perspective on how shifting geopolitical and macroeconomic forces are reshaping investment strategies. The conversation explores: How China’s leadership in renewabl…
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Making A Career Out Of Making Events Better with Misha Glouberman
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38:52
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Misha Glouberman has turned his passion for bringing people together into a thriving consulting business, helping organizations transform their conferences, retreats, and gatherings into meaningful connection experiences. In this conversation, Misha shares how he evolved from co-creating the popular Toronto lecture series Trampoline Hall to buildin…
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3 Primary Investment Themes Right Now With Gene Goldman and John Olerio
26:40
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In this episode of the BISA Portfolio Podcast, John Olerio, BISA president and vice president of wealth management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, about his top three investment themes for 2025 — the "Great Moderation," the evolving role of the Federal Reserve and the renewed importance of…
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Mentorship, Market Shifts, & Mission-Driven Leadership in Equipment Finance
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In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, host Andrew Pace welcomes Donna Yanuzzi, Executive Vice President at 1st Equipment Finance and recipient of the ELFA’s 2024 Michael J. Fleming Distinguished Service Award. With nearly 30 years of industry experience, Donna unpacks the leadership principles, market foresi…
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From Fed Shake-Ups to Tariff Trouble: Protecting Your Portfolio Now | Rise UP!
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This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen and CIO Joe Duran sit down with Alexis Miller, Director of Investment Research & Alternative Investments, and David Mandelbaum, Portfolio Manager and Wealth Management Advisor at OnePoint BFG Wealth Partners, to unpack the week’s biggest market stories. From Trump’s unprecedented fir…
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Marie 'Bernie' Fisher: Reflecting on portfolio practice
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38:44
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Marie 'Bernie' Fisher, SFHEA, AFHERDSA, BA/BSc, Grad Dipl Ed, MA, MA (Hons), is a PhD candidate at the University of New England in Australia. She's been creating portfolios and supporting students create their own for many years in and outside of academia. As a member of the ePortfolios Australia Organising Committee, she's been involved in commun…
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Fall Is Time For A Checkup On Your Investment Portfolio
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In this episode, Scott Mallernee, Chris Coolidge, and Jeff Shade discuss doing a Fall checkup on your portfolio.By APO Financial
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Smart ways to use leveraged ETFs to supercharge your portfolio
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Leveraged ETFs are on trend for investors, but with greater rewards comes greater risk. In this episode of Stocks in Translation, GraniteShares founder & CEO Will Rhind joins host Jared Blikre and Senior Reporter Brooke DiPalma to discuss the rise of leveraged ETFs and options-based strategies. Rhind breaks down why leveraged ETFs have experienced …
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Rebalance for Resilience: Turning Market Wins Into Lasting Portfolio Protection
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Discover how regular portfolio rebalancing can help you maintain the right mix of risk and reward in today’s fast-changing markets. In this episode of America’s Gold Authority® Podcast, host Mike Barnes is joined by Philip N. Diehl, President of U.S. Money Reserve and former Director of the U.S. Mint, and Brad Chastain, U.S. Money Reserve’s Directo…
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In this episode, Tim asks the question many pilots hear in the cockpit: Is your 401(k) a scam? He walks through why 401(k)s exist, how they replaced pensions, and what today’s airline plans actually offer: contribution mechanics, investment menus, legal protections, and employer contributions specific to the majors. Tim also shares a listener email…
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#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE!
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Andy and Mark Rosinski from Dunes Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Thoughts on common withdrawal strategies and what they use in each of their firms ( 12:04 ) The level of impact of some of the changes in the One Big Beautiful Bill Act ( 30…
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How to Manage Cash Flow When Scaling Your Property Investment Portfolio
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👉 Whether you're a first home buyer or expanding your portfolio, Atelier Wealth can help. Book a discovery session with a mortgage broker here: https://calendly.com/atelier-wealth-discovery-team 👉 For everything you need to know about getting a loan approved and buying a property, read the Happy Home Loan Handbook by Aaron Christie-David. Get a FRE…
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Throwback: How To Stick To Your Schedule | Ep 317
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In this throwback episode, Leila (@LeilaHormozi) shares the five most common mistakes leaders make when hiring and how they quietly sabotage growth. From confirmation bias and the halo effect to similarity and affinity bias, Leila exposes the unconscious traps that lead to the wrong people on the team. Want to scale your business? Apply for one of …
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Estate Planning Made Simple and How to Handle Family Loans
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Learn how to build a simple estate plan and lend or repay family money without hurting your relationships. What’s the first thing to do when creating an estate plan? What’s the smartest way to handle loans between friends or family? Hosts Sean Pyles and Elizabeth Ayoola break down estate-planning basics like wills, revocable trusts, living wills/ad…
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How Many Broken Windows Are You Tolerating in Your Project?
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In this week's episode, Ricardo explains the "broken windows" theory, which originated in criminology, and how it applies to project management. The central idea is that minor signs of disorder, when ignored, lead to bigger problems. In projects, accepting delays or failures without correction sends the message that quality and discipline are unimp…
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How to Build Wealth, Scale a Brokerage & Buy Property the Right Way
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46:32
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👉 Whether you're a first home buyer or expanding your portfolio, Atelier Wealth can help. Book a discovery session with a mortgage broker here: https://calendly.com/atelier-wealth-discovery-team 👉 For everything you need to know about getting a loan approved and buying a property, read the Happy Home Loan Handbook by Aaron Christie-David. Get a FRE…
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In this episode of What's Next for Markets, we discuss the market's performance as we enter September, a typically weak month for equities. Despite initial volatility, the markets have been performing well, led by higher beta and value names. The discussion delves into sectoral leadership, factor performance, and the influence of major stocks like …
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Recession Indicators | Gold Oil Ratio | Fed Cut Probabilities Jump | Net Profit Margins By Decade
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58:22
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Derek Moore and Shane Skinner talk about the rally in gold no one seems to care about and the gold oil ratio. Then, they go through the indicators used to determine recessions and note they don’t seem that bad, although nonfarm payrolls did disappoint. But private sector jobs are growing while the government jobs are falling, so are fed cuts greenl…
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Interview with Tom Slater, Head of U.S. Equities at Baillie Gifford
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Tom Slater is a partner and investment manager at Edinburgh-based investment firm Baillie Gifford. Motley Fool Chief Investment Officer Andy Cross talks with Slater about the keys to successful long-term investing. Topics discussed include: Finding long-term winners Managing your mindset Culture and leadership Allocation E-commerce winners Host: An…
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TIVP36: Dell (DELL): Overlooked AI Growth Story? w/ Daniel Mahncke & Shawn O’Malley
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Daniel Mahncke and Shawn O’Malley dive into Dell Technologies, the legacy PC giant that’s quietly become one of the largest suppliers of AI infrastructure in the world. Once seen as a low-growth hardware player, Dell now sits at the heart of the data center buildout — shipping billions of dollars worth of GPU-powered servers to customers like xAI, …
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When to Hire an Advisor, and It Pays to Hug Your Job
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Even if you’re a do-it-yourself investor, there are times when getting professional financial help can be one of the best investments you’ll make. Robert Brokamp talks with Bankrate’s Dayana Yochim about how a financial planner can help you navigate a money-related life event, relieve financial stress, prioritize your goals, and make sure you get m…
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Understanding Liquidity Triggers And Timing
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In this episode Scott Mallernee of APO Financial and Attorney Bill Stetson discuss liquidity triggers and proactive and flexible financial planning.By APO Financial
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Gold, Crypto & Your 401(k): Understanding the New Executive Order
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What does opening 401(k) plans to alternative assets really mean? On this episode of America’s Gold Authority® Podcast, host Mike Barnes is joined by Philip N. Diehl, President of U.S. Money Reserve and former Director of the U.S. Mint, and Brad Chastain, U.S. Money Reserve’s Director of Education. Together they break down the recent executive orde…
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Jobs, AI, & Elon Musk’s Trillion Dollar Payday
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The crew discusses another disappointing jobs report, the week in artificial intelligence, and a vibe check on some of the most talked about names on the market. Travis Hoium, Lou Whiteman, and Matt Frankel discuss: - This week’s jobs data - Anthropic’s funding - Google antitrust win - Elon Musk’s potential trillion dollar payday Companies discusse…
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Are Rate Cuts Now a Confirmed Fact? | Rise UP!
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Are Trump's tariffs now a bust? Will new data on a stalling labor market tilt the Fed more definitively toward rate cuts? This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen and CIO Joe Duran sit down with Kevin Grimes, CEO & CIO of Grimes & Company, and Emily Wood, Principal and Wealth Manager at Grimes & Company, to break down the b…
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ITPM Flash Ep88 Guac' the Hell is Going On?
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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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More Competition and Longer Holds: PE’s Market Response - Part B
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On BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is once again joined by Jason Frank, President and Chief Compliance Officer at BDO Capital Advisors, and Jamie Austin, Global Private Equity Leader and Partner at BDO UK. Together, they explore the findings from BDO’s 2025 PE Survey, including: Who PE firms currently view…
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Throwback: 5 Hiring Mistakes That Kill Growth | Ep 316
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In this throwback episode, Leila (@LeilaHormozi) shares the five most common mistakes leaders make when hiring and how they quietly sabotage growth. From confirmation bias and the halo effect to similarity and affinity bias, Leila exposes the unconscious traps that lead to the wrong people on the team. Want to scale your business? Apply for one of …
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1
#111 Jaid Hulsbosch - Director at Hulsbosch
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In this episode, I interview Jaid Hulsbosch - Director at Hulsbosch. Founded by his father in 1982, the independently owned brand and design agency has grown into a powerhouse behind some of Australia's most iconic brands including Woolworths, Virgin Australia, and Qantas. Throughout the episode, Jaid shares his journey growing up in the business. …
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The Best Investment in 2025 (So Far...) Isn’t What You Think
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We’re racing to the end of 2025 and a year where AI and tariffs have dominated the headlines, gold has been the best investment so far. The team looks at why gold is rising, Figma’s sharp post-earnings decline, and crack open three IPO prospectuses to put on investors radar Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Gold outperforming the …
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Why the Fed Can’t Save America | Chris Casey on Rates, Debt, Bonds & Inflation
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💡If the Fed can’t protect markets, who’s protecting your wealth? Get a free portfolio review with Chris Casey and his team at WindRock here: https://bit.ly/466xUKs The Federal Reserve was meant to stabilize the economy, but Chris Casey argues it has done the opposite. In this Wealthion interview with Maggie Lake, he explains why the Fed is politica…
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Why small cap stocks could outperform Nvidia
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Small-cap stocks might be the next big thing. In this episode of Stocks in Translation, Prairie Operating Co Marketing Strategy executive vice president and TheBigSkinny.com founder Lou Basenese joins host Jared Blikre and Senior Reporter Allie Canal to discuss high-performance computing and how it is the newest market commodity. Basenese breaks do…
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Episode 373: Asset Allocation in Practice
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What if choosing your asset allocation was as personal as your life story—and as consequential as your retirement? In this episode, we are joined by PWL Capital’s Louai Bibi and Ben Wilson for a deep dive into how advisors guide clients through the most important portfolio decision they’ll ever make. Louai walks us through the research, psychology,…
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You Become Powerful When You Realize Nobody Cares | Ep 315
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In this episode, Leila (@LeilaHormozi) shares five mindset shifts that helped her detach from external validation and anchor her identity in her own values. From ignoring applause to reframing criticism, she explains why most feedback says more about the other person than it does about you. Want to scale your business? Apply for one of our scaling …
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Making A Career Out Of Making Events Better with Misha Glouberman
38:52
38:52
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Misha Glouberman has turned his passion for bringing people together into a thriving consulting business, helping organizations transform their conferences, retreats, and gatherings into meaningful connection experiences. In this conversation, Misha shares how he evolved from co-creating the popular Toronto lecture series Trampoline Hall to buildin…
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Why Refis Are Spiking and How to Optimize Your 401k Target-Date Fund for Long-Term Growth
28:02
28:02
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Learn when a refi saves money and how target-date funds work, including fees and when to pick a later fund year. What exactly is a target-date fund, and when should you move your date? How do you know if now is a good time to refinance a house? Hosts Sean Pyles and Elizabeth Ayoola discuss mortgage refinancing and target-date funds to help you unde…
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#168 - Helpful tools and interesting information from the recent IRS Tax Forum
49:12
49:12
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Andy summarizes some helpful IRS tools and interesting IRS and tax return-related information after his recent attendance at the annual IRS Tax Forum/conference Links in this episode: IRS Taxpayer Online Account - here ID.me - here IRS IP PINs - here IRS Document Upload Tool - here IRS Interactive Tax Assistant - here Tenon Financial monthly e-news…
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Google shares jumped after the search giant won a big court battle that will allow it to keep Chrome, Android, and search distribution deals. Plus, we discuss the Kraft Heinz split and the IPO frenzy taking place today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Google keeps Chrome - Kraft Heinz split - IPO frenzy Companies discussed:…
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Chris Whalen: Dollar Decline, Gold Surge & America’s Debt Reckoning
44:02
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💡 Worried about the dollar’s decline and where gold fits in your portfolio? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4ngRISw The era of U.S. dollar dominance may be coming to an end, and gold is set to benefit. In this Wealthion interview with Maggie Lake, Chris Whalen, Chairman of Whalen Global Adv…
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Why Trust, Transparency, and Testing Define the Future of Cat Bonds And Models with KCC’s Karen Clark
41:40
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This week we speak with Karen Clark, founder of Karen Clark & Company, about the evolution of catastrophe modeling and the shift toward higher-frequency, climate-driven events.By Risk Market News
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AI Chips, Crypto Whales, and Why Housing & Commercial Real Estate Are Under Pressure | Money Moves
1:08:28
1:08:28
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In this episode of Money Moves, Matty A. and Ryan Breedwell cover a jam-packed week of market updates across stocks, crypto, real estate, and the broader economy. From Nvidia’s record-breaking earnings to the U.S. government’s growing role in chip manufacturing, the conversation dives into how AI and semiconductor developments are shaping the futur…
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#290 - Military Service as a Launchpad for Real Estate and Long-Term Wealth - Chase Kincer
45:02
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In this episode of Living Off Rentals, we are joined by an Air Force veteran turned real estate entrepreneur to discuss how military service can lead to financial freedom through real estate. Chase Kincer is a cybersecurity professional, licensed real estate agent, and investor who has built a successful brokerage and investing business in Maryland…
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Stocks vs. Bonds: Who Wins the Next Decade?
39:14
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Stocks are expensive, bonds are finally interesting, and suddenly the boring part of your portfolio doesn’t look so boring. With serious forecasters whispering that bonds could beat equities over the next decade, is it time to rethink your portfolio? And in today’s Dumb Question of the Week: Will zero interest rates ever return? --- Thank you to Li…
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Episode 67: From the RBA to the Fed: Policy, Politics, and the Hunt for Yield
19:57
19:57
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Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in cap…
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