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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Portfolio Podcasts
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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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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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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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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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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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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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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A look at issues affecting the bank and insurance securities community
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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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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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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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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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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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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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From market moves to the latest economic news, On Investing looks below the surface of the headline data to bring you fresh insights on what's happening and why—and what the implications are for your portfolio. Hosted by Schwab's Chief Investment Strategist Liz Ann Sonders and Chief Fixed Income Strategist Kathy Jones, On Investing is a weekly audio magazine featuring a variety of Schwab experts and special guests sharing their insights on equities, fixed income, macroeconomic issues, and mo ...
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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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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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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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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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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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Fractional Futures delves into the transformative world of fractional marketing leadership, offering unique insights for CEOs, investors, and senior marketing executives. Discover how businesses can leverage fractional CMOs to grow faster and build a sustainable competitive advantage. Investors will learn how to streamline pre- and post-investment phases strategies to maximise their portfolio companies' potential, while senior marketing leaders will explore the benefits of a portfolio career ...
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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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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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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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Tony Kynaston is an expert on value investing. Over 25 years, his investment portfolio has achieved an average compound annual return of double market. Now he's going to teach us his system for successful investing, based on the Warren Buffett / Benjamin Graham school of intrinsic value.
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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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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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PRIVATE EQUITY INVESTORS & CEOs turn to Demand Revenue when their portfolio companies need experienced marketing leadership.
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Looking to turn Market Chaos into Investing Clarity? Welcome to The Art of Investing - a brand new podcast that transforms market noise into clear investing strategies. Brought to you by IG, global investing platform, FTSE 250 and over 50 years in the markets. This isn't your typical finance show. Whether you're taking your first steps into the investment world or you're a seasoned investor looking to sharpen your edge, you've found your new secret weapon. Every Friday, join hosts Rich McDon ...
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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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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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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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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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Axel Ragnarsson speaks with successful real estate investors and dissects how they started, built, and scaled their businesses. In each episode, listeners can expect tactical and actionable information to help grow their business and real estate portfolio.
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Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.
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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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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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Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.
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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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Expert interviews, practical tips, and the latest market updates to help you make informed decisions about financing, flipping, and building your investment portfolio. Learn how hard money lending can become a powerful resource on your investment journey.
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ETFs (exchange-traded funds) are one of the fastest growing trends in investing and now ETF Edge has you covered. Each week, CNBC hosts top market participants offering educational and actionable advice to help you build your best portfolio. And, at the end of each episode, stick around for our 'Markets 102' segment where we round out the conversation with some thoughtful, in-depth analysis and perspective to help you better understand ETFs, and put it in the context of today's markets.
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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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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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Meet Arjun, Adrian & Jack… The Property Nerds Welcome to The Property Nerds Podcast, where real estate meets research, and data drives decisions. Join Arjun Paliwal, Head of Research and Director at InvestorKit, and Jack Fouracre, Partnership Manager at Fouracre Financial, and Adrian, Senior Portfolio Strategist at InvestorKit as they dive deep into Australia’s property market. From market trends to finance tips, Arjun, Jack and Adrian deliver the insights you need to build and grow a profit ...
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The ultimate guide to ETF investing for Canadians. Hosted by Justin Bender of PWL Capital.
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1
Year-End Rally Delivers Portfolio Performance Despite Trump's Best Efforts. What's Next for 2026?
1:10:51
1:10:51
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1:10:51The first episode of 2026 kicks off with a bang as Rich McDonald, Mark “Spice” Holden and Chris Fellingham review a late but powerful Santa Rally, a standout quarter for commodities, and one of the strongest periods of performance since the portfolio launched. Listen to find out why we are cashing out our best performer! With markets pushing to new…
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1
Book Notes: Sponsor Magnet by Justin Moore
21:45
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21:45In this episode, David breaks down the key insights from Justin Moore's book Sponsor Magnet: How to Attract, Price, and Execute Your Dream Brand Partnerships. You will learn practical frameworks for securing brand partnerships and sponsorships, including the ROPE method for crafting compelling pitches (Relevant, Organic, Provide Proof, Easy to Exec…
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1
Driving Inclusion: Minority Certification, Growth Strategy & Navigating Credit Cycles
20:18
20:18
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20:18In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, Andrew Pace sits down with Hollis Bufferd, CEO of Star Hill Financial, for a dynamic conversation about growth, resilience, and inclusion in the equipment finance space. From building a minority-certified business to navigating market headwinds with adaptability and disc…
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In the first episode of Season 3, our host, Certified Financial Planner™ and GA pilot, Tim Pope recaps 2025’s market and policy shifts, and he explains why diversification and tax-centered planning made the difference this year, especially for high-income pilots. Tim also highlights key tax law changes, reflects on aviation incidents that underscor…
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1
7 Properties by 35: The Mistakes That Nearly Broke His Portfolio
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34:06In this real investor case study, Kit Gunasekara joins us as we break down the real story behind building a $5M property portfolio across 7 properties in his 30s, including the early mistakes that cost him growth, confidence and opportunity. From buying a Melbourne CBD apartment that went backwards, to working with a buyer’s agent that didn’t deliv…
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1
How to Review and Rebalance Your Portfolio
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23:11It’s almost 2026, and soon you’ll be receiving your year-end statements for all your investment accounts. You’ll also hear a lot of advice about reviewing and rebalancing your portfolio in January. Robert Brokamp and Certified Financial Planner Sean Gates how to do it and how much re-arranging is necessary. Also in this episode: -Why Schwab expects…
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Episode 388: AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion
1:21:01
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1:21:01In this special year-end AMA, the full PWL crew — Ben Felix, Cameron Passmore, Ben Wilson, and Dan Bortolotti — sit down together for the first time on the podcast to reflect on the roller-coaster that was 2025 and to tackle a wide range of thoughtful listener questions. The episode begins with reflections on a year that included wild market swings…
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Soropepeli Ramacake: Know, grow, and show through your portfolio
29:55
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29:55Soropepeli Ramacake, MSW Applied, PGDip in Supervision, Dip in Counselling, BTheology works at the University of the South Pacific (USP) in Fiji as Assistant Lecturer. He is also a PhD candidate at the University of Sydney. Soro uses Mahara as portfolio platform with his social work students who are on placement in various South Pacific countries, …
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In this episode of the BISA Portfolio Podcast, LeAnn Rummel returns with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors to explore why women are becoming the “Chief Consumer Officers” of their households — and what that means for financial professionals. Tune in to learn: Why 70% of widows change financial profe…
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TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley
1:22:44
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1:22:44Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. In this episode, they break down the portfolio’s current performance, share updates on existing holdings, and revisit watchlist companies that may now deserve a spot — either because they’ve become cheaper or their outl…
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1
AI is driving every stock - here's how to position your portfolio
24:10
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24:10In this episode of Stocks in Translation, Kai Wu joins hosts Jared Blikre and Myles Udland to dive into whether the AI boom is crossing into bubble territory and how investors should navigate a market dominated by hyperscaler mega-spending. Wu also breaks down capital cycles, intangible assets, and the new era of debt-fueled AI infrastructure shapi…
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EP80: The power of investing in people - Scarcity Partners
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34:42In this episode, Paul O'Connor sits down with Matthew Webb, co-founder of Scarcity Partners, to unpack private equity's next frontier: GP staking. Discover how shifting from funds to backing managers is rewriting the growth game. Tune in to learn: Why backing businesses and leaders, not just individual funds, gives you exposure across all their inv…
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1
Is the Retirement Safe Withdrawal Rate Below 4% or Almost 6%?
24:21
24:21
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24:21The No. 1 financial goal for most Americans is retirement. Once they retire, their primary goal becomes not running out of money. Host Robert Brokamp discusses the pros, cons, and tradeoffs of various withdrawal strategies with Christine Benz, director of personal finance at Morningstar and co-author of a new report on retirement income. Also in th…
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1
Diagnosing & Resolving Marketing Dysfunction in 2026
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44:45Send us a text Fractional Futures is the essential podcast for CEOs, investors, and senior marketing executives looking to unlock the power of fractional marketing leadership. Hosted by Paul Mills, Founder at VCMO, and with special guests, we'll share expert insights, provide actionable strategies and explore real-world success stories to help you …
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The stock market was all over the map this week but the biggest news was the U.S. government potential spending $1.5 trillion on defense. Of course, there are strings attached, which investors don’t like, but this could be an opportunity long-term. We also touched on Alphabet potentially becoming the most valuable company in the world and what moon…
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Market Recap: Insights From Marko Papic, Jacob Shapiro, Jonathan Wellum, Steven Feldman & Marc Faber
50:14
50:14
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50:14💡 Do you have investment concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at: https://bit.ly/3L5stoUIn this week’s edition of Wealthion’s Weekly Market Recap, we highlight key insights from our expert guests:- Marko Papic & Jacob Shapiro: explore where investors may find opportunity as the eras of passive, “set-it-…
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How CMOs Can Budget With Conviction in 2026 | Growth, AI, and CFO Alignment
20:55
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20:55Budgeting season is here—and CMOs are under more pressure than ever to drive growth while cutting costs. In this episode of CMO Huddle Studio, Allan Gonsenhauser, Founder & CEO of Demand Revenue, joins the conversation to break down how modern CMOs can build budgets with conviction amid uncertainty, AI disruption, and shifting executive expectation…
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In this episode, Liz Ann Sonders and Kathy Jones discuss the current state of the markets, focusing on the impact of global events, particularly military actions in Venezuela and how that might affect oil prices and the US economy. They delve into the bond market's response, the influence of retail traders, and the ongoing challenges in the US labo…
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1
Closing Tips: From the Title Company Trenches
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35:14This week our guests are Melissa Jaynes and Connie Cook of Bradsher Alpert Stuart, PLLC. They share real-life stories about title issues, heirship complications, and closing challenges, emphasizing the need for due diligence, proper insurance, and experienced professionals to protect investments and ensure smooth real estate transactions. CoreLend …
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It’s the most wonderful time of the year. No, We’re not talking about the holdiays. We’re talking about making stock investing predictions for 2026. This week, the team each give their 2026 hot takes on specific parts of the stock market along with three stocks on their radar Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Which AI company will…
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1
Marc Faber Returns: My 2026 Prediction Is “Doom” (Sell US Stocks)
57:43
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57:43💡Overexposed to U.S. stocks? Marc Faber explains why U.S. markets look expensive relative to the rest of the world. Find out if you’re too concentrated with a free portfolio review from Wealthion’s endorsed financial advisors: Marc Faber joins Maggie Lake to explain why he believes 2026 is likely to be a difficult year for U.S. markets after decade…
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ITPM Flash Ep98 Trading the K-Shaped Economy
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11:40ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! The K-shaped economy is widening — and markets are still pricing only the winners. In this episode, Ed breaks down why the AI-driven data-center supercycle has become a macro force, propping up growth, earnings, and asset prices while masking dee…
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You may own more Nvidia than you think, even if you're diversified
25:45
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25:45Are your ETFs too concentrated?In this episode of Stocks in Translation, Strategas Securities Senior ETF and Technical Strategist Todd Sohn joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss hidden concentration risks in ETFs. Sohn warns that even supposedly diversified portfolios can be heavily weighted toward mega…
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1
Did the Venezuela Raid Screw Canada?
1:06:24
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1:06:24What does the Venezuela fallout mean for Canada, oil markets and for investors trying to stay ahead of the noise? On this episode of In the Money with Amber Kanwar, we tackle the geopolitical shock head-on — and separate real risk from market overreaction. Amber begins with veteran investor Frances Horodelski, setting the scene on Venezuela’s sudde…
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Episode 391: How Assumptions Shape Financial Planning Outcomes
1:15:39
1:15:39
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1:15:39Financial planning is built on assumptions — about markets, inflation, longevity, human behaviour, and even the questions clients bring into the room. In this episode, Ben and Braden welcome a diverse panel that originally came together at the FP Canada Conference to explore how those assumptions influence planning outcomes in practice. Joining the…
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1
Book Notes: Sponsor Magnet by Justin Moore
21:45
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21:45In this episode, David breaks down the key insights from Justin Moore's book Sponsor Magnet: How to Attract, Price, and Execute Your Dream Brand Partnerships. You will learn practical frameworks for securing brand partnerships and sponsorships, including the ROPE method for crafting compelling pitches (Relevant, Organic, Provide Proof, Easy to Exec…
…
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1
Housing in 2026: Home Prices and Rates Are in Flux. Time to Make Your Move?
35:48
35:48
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35:48Learn what 2026 might bring for mortgage rates, home prices, and affordability, plus smart steps to buy or refinance. Will mortgage rates drop in 2026, and is it finally a good time to buy a home? How can you get your finances ready to buy or refinance, even if prices still feel out of reach? Hosts Sean Pyles and Elizabeth Ayoola discuss mortgages …
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#186 - "Hot topics" edition...Andy and Cody Garrett talk about ACA tax credits, Roth conversions, tax gain harvesting, paying taxes in retirement, using HSAs and MORE!
1:29:17
1:29:17
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1:29:17Andy and Cody Garrett from Measure Twice Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Affordable Care Act ("ACA") tax credits and income "cliffs" in tax planning ( 08:13 ) Doing Roth conversions vs tax gain harvesting ( 22:30 ) Paying taxes in retireme…
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U.S. Debt Wall, War Risk & The Market Reckoning: Steven Feldman’s 2026 Outlook
51:04
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51:04📘Read Steven Feldman’s full 2026 Outlook for a deeper look at the risks and realities that will shape investing, macro, markets, and geopolitics this year: https://wealthion.com/hubfs/Reports/2026Outlook.pdf Steven Feldman, CEO and Co-Founder of Wealthion, joins Maggie Lake to share his 2026 outlook and explain why markets may be entering a period …
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CES is always an exciting time in tech because new productions – both realistic and crazy – are introduced. This year, Uber and NVIDIA stole the headlines and we discuss what else we learned from the announcements at CES. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Uber and Lucid’s big reveal - NVIDIA’s autonomy model - Lego’s smart bl…
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#308 - From Academia to Airbnb: Turning Data into Dollars with Short-Term Rentals - Drew Ivey
48:11
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48:11What happens when a former cancer researcher and college professor applies a data-driven mindset to short-term rentals? Joining us in this episode of Living Off Rentals is someone who spent 12 years teaching college biology and advising future doctors and pre-med students. Today, he's a short-term rental investor focused on building cash flow and f…
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1
Investing vs. Gambling: How to Tell the Difference
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42:32Where does investing end and gambling begin? From Premium Bonds to meme stocks to deep-out-of-the-money options, today’s markets are full of bets that look a lot like lottery tickets. The line between rational risk-taking and pure chance has never been blurrier. So what really separates a calculated investment from a coin flip? And in today’s Dumb …
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The first QAV episode of 2026 opens with a wide-ranging discussion that blends value investing discipline with geopolitics, market psychology, and one very detailed stock teardown. Cameron and Tony debate the limits of guests who can’t tolerate pushback, why value investing is the “broccoli diet” of finance, and whether optimism in global equity ma…
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Certified Financial Planner Chad Burton On Preparing For Retirement
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41:13EP Wealth Advisor CFP Chad Burton on great ways to prepare for retirement, plus information on the next seminar with EP Wealth Advisors Chad and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more.
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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, to assess whether gold can sustain its strength following an extraordinary 2025. The conversation explores why forec…
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Emily Flippen is joined by Motley Fool analyst Asit Sharma and Head of AI Donato Riccio to break down our 2026 AI Investor Outlook Report and what it means for investors heading into the new year. In particular, we discuss: - What real investors are doing: 9 in 10 AI investors plan to hold or add to AI stocks - What changes are coming in 2026: fast…
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Jonathan Wellum: AI Valuations, U.S. Growth & Why Gold Still Wins in 2026
42:49
42:49
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42:49💡 Positioning for 2026 without chasing hype? See how your portfolio holds up with a free review from Jonathan Wellum and his team at Rocklinc: https://bit.ly/45GPy89After living through the dot-com bubble, Jonathan Wellum sees familiar warning signs emerging in today’s AI-driven market. But, he also sees opportunity where others aren’t looking.In t…
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Stacking Managed Futures with RSST and RSBT
24:37
24:37
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24:37In this episode, Rodrigo Gordillo, President of ReSolve Asset Management and Co-Founder of Return Stacked ETFs, delves into the history, mechanics, and benefits of managed futures strategies. Gordillo recounts the evolution from the original turtle traders to modern systematic approaches in trend following. He explains the behavioral finance underp…
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The Private-Markets Playbook That Made Brookfield a Powerhouse — and What Retail Investors Can Learn
49:23
49:23
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49:23In the final instalment of our special series on alternative investing, host Paige Ellis sits down with Sachin Shah, CEO of Brookfield Wealth Solutions for a deep dive into the private-markets playbook that helped build one of the world’s most powerful alternative asset managers and what retail investors can learn from it. With more than two decade…
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#312: Vetting Partners, Importance of Transparency, and Diving Into The Pros and Cons of Preferred Equity with Steeve Breton
45:34
45:34
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45:34In this episode, Axel sits down with Steeve Breton, Founder of Velocity Capital Partners, to break down what long-term multifamily investors need to understand about partner selection, transparency with investors, and the growing role of preferred equity and structured capital in today’s market. Steeve shares his journey from buying small duplexes …
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Open AI vs. Nvidia: Who really has the AI moat?
25:33
25:33
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25:33The AI trade is entering a new chapter, and it won’t look like the last one… In this episode of Stocks in Translation, Spear Invest founder and CIO Ivana Delevska joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss the AI trade heading into 2026. Delevska explains why early AI leaders are no longer moving in lockstep…
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Give Me 8 Minutes and I’ll Make 2026 The Best Year Yet | Ep 335
8:00
8:00
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8:00Get the unfiltered memos I send my team as we scale Acquisition.com to $1B+: Leila's Letters
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Why Sydney Housing Is Broken (And Why 5% Deposits Won’t Fix It)
27:14
27:14
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27:14In this weeks episode, the nerds sits down with NSW Liberal Party Minister Mark Speakman to unpack what’s really driving Sydney’s housing crisis and why “quick fix” solutions like 5% deposit schemes may actually make affordability worse. From feasibility and planning delays to the tax and charge load baked into new homes, this conversation breaks d…
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The biggest mistake that kills projects in January
3:11
3:11
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3:11In the first episode of 2026, Ricardo warns about the biggest mistake that ruins projects early in the year: saying yes to everything. January brings optimism, pressure for fast results, and a belief that everything is possible, leading to overloaded portfolios and teams working far beyond capacity. Projects are planned under unrealistic assumption…
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