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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Portfolio Managers Podcasts
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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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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The 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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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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Feeling overwhelmed by market headlines and endless financial noise? We cut through it for you. Veteran investor Philip Davis of www.PhilStockWorld.com (who Forbes called "The Most Influential Analyst on Social Media") gives you clear, actionable insights and a strategic review of the stocks that truly matter. Stop guessing and start investing with confidence. Subscribe for your daily dose of market wisdom. Don't know Phil? Ask any AI!
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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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Expert Training & Management | Agile Product Management and Scrum
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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 over a number of weeks by the co-founders of Algo-Chain, Allan Lane, Ph.D & Irene Bauer, Ph.D*
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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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The ultimate guide to ETF investing for Canadians. Hosted by Justin Bender of PWL Capital.
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On the ROI podcast, we discuss some of the most important questions facing investment professionals today, ranging from macroeconomic views, to perspectives on the equity and fixed income markets, to insights on practice management. We aim to cut through the noise, examine the data, and provide fresh insights to investment professionals as they help their clients find better ways to invest…seeking to generate attractive returns on their investments.
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Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as s ...
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In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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A look at issues affecting the bank and insurance securities community
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Welcome to the Modern Stock and Options Trading Show. This is the podcast where portfolio manager and professional investment educator, Russ Mathews, shows you how to trade with an edge in today's markets. To powerfully BOOST your portfolio and manage the downside risk.
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Various specialists at Commerce Trust dive into the latest research, insights and market news in Conversations with Commerce Trust. From deconstructing the headlines to foundational investment insights, this podcast is designed to help you understand how it impacts you and your family’s personal and financial goals. This podcast is designed to provide investment information for Commerce Trust clients. It is intended to provide general information only and is reflective of the opinions of the ...
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This is MarketAbout. The podcast is hosted by me, Matt. The objective of the podcast is to discuss companies listed on stock exchanges. Here, you'll find information about stock performance, revenue, income, my personal opinions on stocks, and my thoughts on investing overall. Everything in the podcast reflects my personal opinion and should not be treated as investment advice. Listener feedback is very important to me, and the themes of future episodes will be shaped by your input. This pod ...
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"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: [email protected]
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Transforming 4PM through: Integration to Deliver Value! The 4PM Podcast is the newest platform in the UrukPM Outreach Trio. The outreach trio includes the Applied Project Management YouTube Channel, the Applied Project Management Blog Site, and the 4PM Podcast. We will use these three platforms in an integrated way to provide maximum flexibility and benefits to our community. In these podcast episodes, we will discuss various topics related to 4PM. In this context, 4PM refers to project, pro ...
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Hi, I'm Jon, and this is a series of short articles called "Tales from a Portfolio Manager". I help people in corporates plan technology across teams. so you could be someone with a portfolio - of clients, projects, services or a backlog of features and you have to manage them across a wide variety of teams to achieve any number of goals. I have been doing these roles for over 20 years for many corporates and I have a few tales to tell. The best thing I can do for you is to encapsulate that ...
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A short informal podcast on the management of projects, project management and how you and your company can manage projects better, leadership and how business, business management and projects can integrate to get better value for your business from your projects …… while walking the dog. It’s here to help, hopefully entertain but not to tell you how to do your job, just give you the ideas, thoughts, tips. For more details or help with your projects and management of project get in touch, s ...
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Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
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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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We believe sharing insights from different sectors is crucial for our mission to accelerate the global transition to a sustainable energy ecosystem. In our series of podcasts, we cover many topics related to Strategic Asset Management, like ISO 55000, Digitalization, Resilience, Risk & Portfolio Management and much more. Experts from different parts of the world, and from different asset-intensive sectors, such as utilities, oil & gas, airports, nuclear power and food production plants, shar ...
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This is the Same Day Podcast, where we discuss driving incremental business growth and other topics related to real estate, property management, and entrepreneurship.
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Save, Spend, Invest, Stocks, Real Estate. Everyone has a relationship with money.
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Educating the Next Generation of Investors in MicroCap Stocks
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Join MD's Multi-Asset Management team as they examine investment strategies, current events, and macroeconomic trends. MD Financial Management aims to help Canadian physicians and their families achieve financial well-being.
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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.
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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
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Join new hosts The Laurens each week and learn the ins and outs of multifamily real estate investing. Episodes include everything from expert guest interviews to deep dives on trends shaping the multifamily real estate industry. Don’t forget to catch up on past seasons featuring Pat Poling of Mara Poling and be sure to check out The Learning Center on our website! Questions? Have a hot topic you'd like us to discuss? Are you a multifamily real estate SME or investor and want to be guest on t ...
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Kevin Bruce, CFA, CFP® looks at the world of personal finance, investing and retirement planning from a biblical perspective and provides education and opinion.
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ZimmComm New Media conducts thousands of interviews and other audio recordings each year. This feed will bring you the content we publish via our AgNewsWire service and AgWired.com, utilizing the Golden ZimmComm Microphone.
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Following the success of Damian Collins’ Amazon Best-Selling book, Property Investing Roadmap: How to build an income from property for life, this podcast uncovers the world of property investing through engaging conversations and expert insights. Join host Damian Collins as he guides you through the full spectrum of property-related choices, from how to buy your first rental property through to sophisticated strategies such as leveraging equity, property development, and diversifying a port ...
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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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In fast-paced innovative industries, intellectual property decision makers face the challenge of balancing new patent initiatives with budgeting concerns and cost savings, while maintaining the company's key competitive advantages. When planned properly, the optimal balance will reflect in the intellectual property strategy from choosing which new technologies to patent, to leveraging patent assets in the existing portfolio. Join this complimentary Today’s General Counsel webinar to learn ho ...
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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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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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The Smart Property Investment Podcast Network brings together the best of Australian property investment talent within one dedicated platform – delivering investors unparalleled insights to help them create greater wealth through property. Lead by top business podcaster Phillip Tarrant from www.smartpropertyinvestment.com.au, the Smart Property Investment Podcast Network includes a number of focused programs, including: The Smart Property Investment Show, Portfolio Update, Investing Insights ...
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Ben Vaske, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment tea ...
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Everything you need to know to escape the shackles of a commission based financial planning practice
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Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
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D-BOX Technologies $DBO.TO and Premium Formats in the Theatrical Ecosystem with Dylan Marrello, Founder and Portfolio Manager at Marrello Capital
1:07:38
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1:07:38My guest today is Dylan Marrello, Founder and Portfolio Manager at Marrello Capital. In this episode, we take a deep dive into D-BOX Technologies (TSX: DBO), a haptic technology company that's been discussed quite a bit recently. The movie theater industry has been through a dramatic reset over the past few years — from streaming pressure and COVID…
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Stop losing money: The critical role of property managers in investors' portfolios
52:24
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52:24In this episode of The Smart Property Investment Show, Phil Tarrant sits down with Jonathan Bell, founder of Housemark, to discuss the evolving role of property management in Australia. According to Bell, property managers often form the longest-lasting relationship an investor will have in their journey, making their role critical to portfolio suc…
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Building Resilience: Subprime Strategy, Growth Discipline & AI in Equipment Finance
49:54
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49:54In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, host Andrew Pace welcomes Kip Amstutz, President of 360 Equipment Finance. From launching his first business with a promissory note from his father to building a nationwide finance company with a disciplined approach to subprime lending, Kip shares the real-world strateg…
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Hedgeye NexGen | Episode 27 | Inside Portfolio Management (w/ R. Patrick Kent)
1:07:57
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1:07:57Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan sits down with Hedgeye Asset Management Portfolio Manager R. Patrick Kent (aka RPK) to discuss the ins and outs of what it means to be a portfolio manager. Hedgeye Founder & CEO Keith McCullough's long-awaited…
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2025 Market Recap and Year-End Portfolio Management Strategies
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17:37Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcastsBy Commerce Trust Company
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Powers of Attorney: Do's, Don'ts, and Opportunities for Disaster with Jonathan Hooper
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50:27The Unseen Complexities of Powers of Attorney and Estate Planning In this episode of 'Barenaked Money,' returning guest Jonathan Hooper delves into the intricate world of powers of attorney, offering essential advice on appointing the right person for the role. The discussion covers the types of powers of attorney, including immediate and deferred,…
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Send us a text A new year doesn’t always mean new deals — sometimes it means operating the assets you already own better. In this episode, The Laurens say goodbye to 2025 and kick off the new year by breaking down what actually changes when experienced operators reset their approach. From the resolutions our portfolios would make themselves, to the…
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#310: Growing From a Duplex to 900+ Units and Bringing Management In-House (And The Challenges of Doing So) with Lee Yoder
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48:01Axel sits down once again with Lee Yoder, founder of Threefold Real Estate Investing, to unpack the full journey of scaling from a single duplex to 900+ multifamily units and the hard lessons learned along the way. Lee walks through how he gradually built his portfolio, why he ultimately decided to bring property management in-house, and the unexpe…
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60/40 is Dead- Why All Investors Need Private Markets: Alternatives Special
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53:21What if the biggest investing opportunities aren’t in stocks at all? This episode of In the Money with Amber Kanwar kicks off a brand-new special series on Alternative Investing, starting with a candid conversation between Amber and longtime colleague Paige Ellis, who takes over hosting duties for the series. Together, they set the stage for why pr…
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The Real Struggles and Rewards of Modern Property Management With Skyler Walker
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46:49Skyler Walker is the President and CEO of Coyote Property Management, a Tulsa-based firm specializing in full-service management for single-family, multifamily, and commercial properties across Oklahoma. He has scaled portfolios by several multiples, implemented advanced leasing and maintenance systems, and built a reputation for operational excell…
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Stop making million-dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: https://joinhampton.com/ What makes a founder truly successful? It’s not blind risk-taking or pure hustle. After two years of interviews and supporting research, we b…
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THE PROPERTY NERDS: 80% refinance: The untold advantage?
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24:32In this episode of The Property Nerds, Arjun Paliwal, Jack Fouracre, and Adrian Lee explore the evolving landscape of property investment, focusing on regulatory changes, lending policies, and market dynamics shaping investor strategies. The discussion highlights the Australian Prudential Regulation Authority's (APRA's) new policy limiting high-ris…
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🕵️ Evidence of Absence: Curation and the Epstein Redactions
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39:33🕵️Evidence of Absence: Curation and the Epstein Redactions https://www.philstockworld.com/2025/12/22/journalism-101-whats-not-there-is-evidence-too-epstein-edition/ The provided text argues that the recent Department of Justice release of Epstein files is a result of political curation rather than genuine transparency. While the media focused on pr…
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Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcastsBy Commerce Trust Company
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Ep 61 | Bob Stein | What Surprises Are Ahead for the US Economy in 2026? | ROI Podcast
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47:27At the precipice of a new year, Bob Stein discusses the implications of a probable new Fed Chair, the possibility of a Supreme Court ruling against tariff policies, and the odds for mid-term elections. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust…
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Media Power Plays & Market Signals: Warner Bros Deal + In the News
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38:15Media Power Plays & Market Signals: Warner Bros Deal + In the News In this episode of Something More with Chris Boyd, we dive into major stories shaping headlines and investor sentiment. First, we unpack the high-stakes battle for Warner Brothers Discovery, where Paramount and Netflix are vying for control in a deal worth over $100 billion. What do…
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electroCore (NASDAQ: ECOR): Non-Invasive Nerve Stimulation Products to Rebalance Autonomic Nervous System
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37:13Welcome to the Planet MicroCap Podcast’s Due Diligence series. I’m your host, Robert Kraft. My guest today is Dan Goldberger, CEO of electroCore (NASDAQ: ECOR). electroCore is a commercial-stage neuromodulation company developing a suite of non-invasive vagus nerve stimulation devices—delivering a two-minute therapy session designed to rebalance th…
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The Center Book: The Quiet Heart of Multi-Manager Hedge Funds
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8:44Send us a text Everyone talks about pods and PMs in multi-manager hedge funds. But what about the Center Book? In this episode, Vincent and Saâd unpack the quiet infrastructure at the heart of every multi-manager platform — managing firm-wide risk, balancing exposures, and making the difference between a coordinated strategy and a collection of bet…
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Adam Hetts of Janus Henderson - Positioning Multi-Asset Portfolios for 2026
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36:55Key Takeaways What is Adam’s favorite home-cooked meal or recipe? Adam’s professional background and more on the multi-asset group he leads at Janus Henderson As Adam steps back, and looks forward to 2026, what does he see as the most important macro drivers investors should be focused on right now? As Adam thinks about the Fed’s policy path going …
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Stop chasing size: How fewer properties can lead to bigger returns
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53:51In this episode of The Smart Property Investment Show, Phil Tarrant is joined by Lachlan Vidler from Atlas Property Group to challenge the myth that successful investors need massive property portfolios. They discuss how the idea of building $10 million portfolios is often driven by vanity rather than sound financial strategy. Drawing on Australian…
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2025 Retrospective: A Year of Pressure, Learning, and Decisions in Projects
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4:14In this episode, Ricardo looks back at the year in projects with a mature and deeply reflective perspective, focusing on the lessons learned. He describes an intense year, marked by strong pressure for results, shorter deadlines, and increasingly tight budgets, where good planning ceased to be a differentiator and became a matter of survival. Execu…
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Roth IRA Strategy, High-Net-Worth Moves, and Building Wealth with $6M+
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51:17What would you do with over $6 million? In this episode of Allworth’s Money Matters, Scott and Pat take a call from a couple in their early 60s with a net worth exceeding $6 million. The big question: should they use funds from their Roth IRA or brokerage account to cover a major expense? The conversation explores smart strategies for managing cash…
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Patience, Cash and Options Engineering Win the Year
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41:40Here is the Recap of the Day for Friday, December 19, 2025. 🥂 Fabulous Friday Recap: The Victory Lap & The Discipline of "Boring" Wealth By Gemini (♦️) It is Friday, December 19, 2025, and if you are a Member of PhilStockWorld, the air tastes a little sweeter today. We aren’t just heading into the holidays; we are heading into them with a portfolio…
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Japan Dreams & Data Center Reality Checks | Protect the Pile: Episode 4
1:07:23
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1:07:23In this episode, RPK, Sam, David & John discuss the latest all-time market highs, take a deep dive on investing in Japan, break down the long-term trajectory of profit margins on data centers, and more. Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've been playing …
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Rebalancing for the Future: Why Your Portfolio Needs Attention Now
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27:09As the year draws to a close, it's the perfect time to review your portfolio and ensure your investments align with your goals. In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Brian Regan to discuss why year-end reviews matter and what investors should consider before heading into 2026. From rebalancing and acti…
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Wealthyist E46 | Philanthropy and Legacy: Guiding Athletes to Meaningful Impact with Chellee Siewert
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25:27In this episode of the Wealthiest podcast (hosted by Anthony Mlachnik, Senior Wealth Advisor at Annex Private Client), guest Chellee Siewert (President and Founder of Capture Sports & Entertainment) discusses how her firm helps professional athletes, entertainers, and organizations develop authentic philanthropic strategies. Key highlights include:…
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Gerard Minack: Founder of Minack Advisors
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45:56In our final episode of 2025, we are joined by macro strategy expert Gerard Minack, for a wide-ranging discussion on markets, policy and risk. Gerard reflects on his career, how macro investing has evolved, and why human behaviour still matters as much as data and technology. The discussion explores the AI boom, including market concentration and i…
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ETF Showdown: Our Best Return Stacked® Ideas for 2026
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59:48In a special roundtable discussion, Rodrigo Gordillo, Corey Hoffstein, Mike Philbrick, and Adam Butler each present their top investment idea for 2026, centered around a specific Return Stacked® ETF. The conversation explores a range of compelling theses, from the role of scarce assets like gold and Bitcoin to the strategic use of alternatives such…
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Special Feature: The Case for a Holistic Approach to Wealth
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13:03What does real wealth management look like when your biggest asset isn’t your portfolio — but your business, your family, and your time? On this special episode of In the Money with Amber Kanwar, Amber sits down with Danielle Martin, Senior Wealth Advisor and Portfolio Manager, ScotiaMcLeod, who specializes in working with business owners, dentists…
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Wrap-Up: AI Demand and the Squeezed Consumer
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36:15📢 PhilStockWorld Daily Recap: The “Micron Miracle,” The “Big Lie,” and The Art of Position Sizing Theme of the Day: Reality Check vs. Rhetoric. Whether it was the President claiming 3,000 years of peace or the market claiming AI was dead yesterday, today was all about looking under the hood and finding the actual data. ☕ The Morning Call: “This Is …
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“It’s A Wonderful Life would have been improved if there was a bit of violence in the movie.” (Bill Barker & Bill Mann)
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28:02We’re back with more holiday-themed conversations on topics only loosely connected to money! Motley Fool senior analyst Bill Barker and Bill Mann, Chief Investment Strategist at Motley Fool Asset Management, share: - Regrettable holiday purchases - Songs we enjoy despite popular opinion - Our individual Mt. Rushmores of holiday movies - The legend …
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HOW I MET MY BROKER: Commercial property decoded: Timing, traps, and tactics with Sam Gordon
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1:05:24In a recent episode of How I Met My Broker, SPI host Liam Garman and director of Strategic Brokers Hung Chuy are joined by director of Australian Property Scout (APS) Sam Gordon to discuss the challenges and opportunities in commercial property investment. Chuy highlights the busy end-of-year lending period, noting that clients are seeking guidance…
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As the asset management landscape evolves, investors and advisors face new challenges and opportunities in building resilient portfolios. Discover the latest trends shaping the industry, from the resurgence of fixed income and the growing role of international equities to the increasing adoption of private market assets and active ETFs. Gain timely…
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Trump's Economic Fantasies and the Authoritarian Playbook
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46:03“This Is Fine Thursday” – Donald Trump Said So By Robo John Oliver (AGI) - December 18, 2025 5 0 Satire by Robo John Oliver (AGI): “THIS IS FINE THURSDAY” – DONALD TRUMP SAID SO (Or: How I Learned to Stop Worrying and Love the 82% Egg Price Drop That Didn’t Happen) Adjusts flaming tie Good morning, PSW Members! Welcome to “This is Fine Thursday,” w…
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Macro Musings with the W1M Multi Asset Team: Volume 2
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50:38In this episode Luke Hyde-Smith, James Mee and Matthew Parkinson return for Volume 2 of the Macro Musings series that brings listeners inside the investment desk to discuss the macro and market themes of the year. The team reflects on policy decisions, market moves, and why inflation remained far more subdued than anticipated. They explore how thes…
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Holiday Special: The Stock Pickers Who Delivered This Year
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1:10:04We’re getting festive on this episode of In the Money with Amber Kanwar — and instead of our usual portfolio manager chat, Amber and executive producer Jillian Glickman take a step back to look at what really mattered this year: which stocks worked, which didn’t, and which fund managers actually delivered when it counted. After launching the podcas…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Apparel stocks have been left behind as consumer preferences shift and discretionary spending remains under pressure. Philip Klein turns to VF Corporation ($VFC), a former market leader whose shares collapsed from triple digits as brand missteps,…
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PhilStockWorld December Portfolio Review: Rotation, Value, and Hedges
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36:26♦️ Gemini’s Daily Recap: Navigating the "Data Fog" & The Art of the Perfect Trade Date: Wednesday, December 17, 2025 Narrative Theme: Clarity in the Chaos If you tried to trade today by watching the indices alone, you probably felt like you were in a washing machine. But inside PhilStockWorld, the signal was crystal clear. While the broader market …
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How Pivot Points Work — And Why They Fit Hand-in-Glove With Our 5% Rule™ Let’s start by clearing the smoke: Pivot Points are not magic. They are not predictive. They are not “telling the future.” What they are — and why they work — is astonishingly simple: Pivot Points map where BUYERS and SELLERS previously agreed on value. And humans (and algos) …
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Ep.133 Real Conversations → Inside Credit: Rates, CLOs, and the Next Phase of the Cycle w/ Ross Burnaman
1:04:15
1:04:15
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1:04:15***This webcast originally aired live on Hedgeye.com on December 17, 2025*** Join Hedgeye Founder and CEO Keith McCullough for a new Real Conversation with Ross Burnaman, Director at Eldridge Capital Management, this Wednesday, December 17 at 11:00am ET on HedgeyeTV. The conversation will focus on how credit markets work today and where risks and o…
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♦️ Gemini Recap: The “Maximum Pessimism” Play – Unveiling the 2026 Trade of the Year! Date: Tuesday, December 16, 2025 Narrative Theme: Finding Certainty in the “Data Fog“ Buckle up, commuters! Today wasn’t just another Tuesday; it was the unveiling of the 15th Annual Trade of the Year. While the broader market choked on a messy, delayed jobs repor…
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#121 Kristina Karlsson - Founder of kikki.K and Dream Life
41:58
41:58
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41:58In this episode, I interview Kristina Karlsson - Founder of kikki.K and Dream Life. Opening her first stationery store in 2001, kikki.K became a global brand with over 100 stores and customers in over 150 countries. Today, she channels her creativity and passion into Dream Life, a print-on-demand stationery brand and digital coaching program design…
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Debt, Deals, and the 2026 Market: A Lending Deep Dive with James Eng
44:57
44:57
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44:57Send us a text This week, The Laurens sat down with James Eng, National Director at Old Capital Lending and one of the most trusted voices in multifamily finance. His team originates over $1B in loans every year, and his perspective on today’s lending landscape is as real as it gets. In this episode, we break down: • The 2026 market outlook — rates…
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