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
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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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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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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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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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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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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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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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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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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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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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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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 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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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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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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Ah'Nue Dae Dauning Presents "PORTFOLIO" Ah'Nue Lyfe Masterclass: Building Resilience for Women in Crisis & Facing Adversity
Milie's Manor Social Enterprise
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Hosted by Dawn Michaux James, PhD, Ah’Nue Dae Dauning Podcast parallels the Ah’Nue Lyfe Masterclass: PORTFOLIO— Building Resilience for Women in Crisis & Facing Adversity This sacred space was divinely carved for women walking through the shadows of trauma, the valleys of crisis, and the storms of identity loss. This isn’t just a podcast—it’s a visionary birthing room where Heaven’s strategy meets emotional healing. Through spiritual insight and emotional investment principles, women are equ ...
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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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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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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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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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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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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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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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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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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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PRIVATE EQUITY INVESTORS & CEOs turn to Demand Revenue when their portfolio companies need experienced marketing leadership.
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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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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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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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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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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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A look at issues affecting the bank and insurance securities community
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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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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 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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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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Investing is all about possibilities. In this podcast, we sit down with portfolio managers, market strategists, economists, and political experts for candid conversations about the greater possibilities they see ahead. Gain more perspectives from host Brian Levitt at invesco.com/BrianLevitt, and follow him on LinkedIn and Twitter. [Invesco Distributors, Inc.]
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An in depth look at the world of wealth management, covering everything from asset allocation and portfolio construction to technology and distribution.
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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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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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The tastylive network teaches investors innovative, simple ways to trade stocks, options, and futures, take advantage of market volatility and build a successful portfolio. Tom Sosnoff leads an irreverent and playful band of floor traders who are showing America a new way to quickly find low risk, high return strategies in bullish, bearish and sideways markets.
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Building An Agency Word of Mouth with Al Simon
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Al Simon shares his journey from selling his prior company, Elude, to launching The Lab, a creative agency helping pre-seed and seed-stage founders with pitch decks and fundraising. Al discusses the power of network building, his philosophy on staying in touch with people, and why 90% of his 90+ clients came through word of mouth. The conversation …
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How to protect your portfolio when crypto starts to crash
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Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. In this episode of Stocks in Translation, John Grace, Investor’s Advantage Corp Founder and President joins host Jared Blikre and Senior Reporter Allie Canal to discuss active vs passive investing, the state of the housing market wi…
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Rob Lauzon says You Can Have It All: Growth + Income in One Portfolio
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Can you really have it all — growth and income? Rob Lauzon, Chief Investment Officer at Middlefield, says yes. In this episode of In the Money with Amber Kanwar, he explains why dividend stocks are finally back in the spotlight — and why some of the biggest opportunities may be hiding in the most unloved corners of the market. From oil producers to…
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In this episode, we tackle a question many pilots ask themselves: what should I be working on right now? Whether it's debt repayment, buying a home, saving for retirement, or funding your kids' college, it can be hard to figure out which goal takes priority. Our host, Timothy P. Pope, CFP introduces the "WIN" framework: What's Important Now, and wa…
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The Secret Behind Australia’s Fastest-Growing Property Portfolios
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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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Asset Allocation – Stewarding Your Emotional Currency
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In this revelatory and emotionally recalibrating episode, Dr. Dawn Michaux James unpacks a principle rooted in divine wisdom—illuminating pathways of renewal, alignment, and inner restoration. Asset Allocation. What if your peace, hope, love, and joy were not just fleeting feelings—but emotional assets in a divine investment portfolio? Drawing spir…
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Macro Money - October 30, 2025 - After The Fed: Has The Market Turned The Corner?
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2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these announcements. Except today when Meta announced the most ambitious AI capital spending plan of the Magnificent…
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First Majestic: Built for the New Silver Supercycle
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The World’s Purest Silver Miner Is Betting Big on today’s silver bull market. First Majestic Silver’s VP of Corporate Development, Mani Alkhafaji, joins Trey Reik at the Wealthion–SCP Global Silver Conference to share how the company is positioning itself for what it calls the start of a new silver supercycle. With 55 % silver exposure, a $970 mill…
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Trade Live with IG - October 30, 2025
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Trading Charts with Tim Knight - October 30, 2025
13:23
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Engineering The Trade - October 30, 2025 - Engineering the Trade
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From Theory to Practice - October 30, 2025
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Risk & Reward - October 30, 2025 - Risk and Reward
56:31
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Options Trading Concepts Live - October 30, 2025 - Four Trade Ideas October 30th 2025
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In this episode of Options Trading Concepts Live, the team discusses key earnings reports impacting major tech stocks like Meta (META), Google (GOOGL), and Microsoft (MSFT). They analyze Amazon's (AMZN) upcoming earnings, considering a diagonal call strategy to leverage its revenue potential. Jermal shares an options play on Fiserv (FI) expecting a…
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The LIZ and JNY Show - October 30, 2025 - The LIZ and JNY Show: Risk Management Strategies for Earnings Trades
58:19
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Looking for opportunities in the current market? Join Liz and Jenny as they analyze key trading strategies, including forex pairs and earnings trades in stocks like Amazon (AMZN) and Starbucks (SBUX). Discover how to manage risks effectively with diagonal spreads and put spreads while navigating market volatility. Tune in to see how they leverage h…
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Live From the Trade Desk - October 30, 2025
28:57
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Market Measures - October 30, 2025 - Impatient Bulls 0 DTE SPX Put Spreads part 2
13:36
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Trades From the Research Team LIVE - October 30, 2025 - Trades from the Research Team Live
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The discussion begins with a review of market conditions, noting declines in major indices, including the NASDAQ and E-mini S&Ps. Nick and Tony then explore trading strategies, particularly for earnings season, suggesting a cautious approach to zero-day SPX trades amid heightened volatility. They emphasize the importance of managing buying power an…
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Daily Dose: Tech & Pop Culture Financial News - October 30, 2025 - Daily Dose
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! The world is going electric faster than you think — but not just for passenger cars. In this episode of ITPM Flash, Philip Klein presents Microvast ($MVST) — a U.S.-based advanced battery company powering the commercial EV revolution. While Tesla…
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AI, Rate Cuts, and a $1.5 Trillion View of the Market | Raymond James CIO Larry Adam
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In this special episode of In the Money with Amber Kanwar, taped live from Vancouver at Raymond James’ National Business Conference, Amber sits down with Larry Adam, Chief Investment Officer at Raymond James Financial, who oversees more than $1.5 trillion in assets. Larry shares why he’s still bullish on equities, why fundamentals—not feelings—driv…
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How will the fed rate cuts financially impact investors?
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Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. In this episode of Stocks in Translation, Guneet Dhingra, Head of US Rates Strategy at BNP Paribas, joins Senior Reporters Allie Canal and Brooke DiPalma to discuss the latest on the Fed's decision to lower rates for the second time…
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In this special Investing 101 episode, the Rational Reminder hosts—Ben Felix, Dan Bortolotti, and Ben Wilson—team up to revisit the fundamental concepts that every investor should understand before diving deep into portfolio construction or market theory. Drawing from Ben's original "Investing 101" presentation and years of client experience, the t…
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Building An Agency Word of Mouth with Al Simon
32:37
32:37
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Al Simon shares his journey from selling his prior company, Elude, to launching The Lab, a creative agency helping pre-seed and seed-stage founders with pitch decks and fundraising. Al discusses the power of network building, his philosophy on staying in touch with people, and why 90% of his 90+ clients came through word of mouth. The conversation …
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1
How to Budget Better With Your Partner and Why Scam Calls Are Surging
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Learn how to spot shutdown-era scams and build a budget that works even when you and your partner disagree. How can you protect yourself from shutdown-era scams? How do you build a household budget when you and your partner see money differently? Hosts Sean Pyles and Elizabeth Ayoola share strategies to figure out a household budget when you and yo…
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#176 - Guest host Brian Tegtmeyer from Truly Prosper Financial Planning talks about the non-financial aspects of planning a great retirement
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In this special guest host episode, Brian Tegtmeyer from Truly Prosper Financial Planning talks about how to address and plan for the non-financial aspects of retirement such as intellectual engagement, purposeful activities, health and fitness, relationships and more. And he also shares a quick exercise to do to see how you can measure your satisf…
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The tastycrypto Show - October 29, 2025 - Bitcoin Dumping Now?!
36:21
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