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 ...
…
continue reading
Portfolio Positioning Podcasts
Lloyd Edge, a successful property investor, demonstrates that from humble beginnings as a school teacher with moderate earnings, achieving financial freedom and lifestyle choices is possible. As the host of Positively Geared, Lloyd collaborates with co-host Alex Augustyniak to establish trust as authorities in the Australian real estate buyers' market. Their mission is to make building a positively geared property portfolio accessible to everyone. Lloyd Edge, the author of Positively Geared, ...
…
continue reading
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.
…
continue reading
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!
…
continue reading
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.
…
continue reading
In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
…
continue reading
Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes f ...
…
continue reading
This podcast series brings you timely insights from investment experts responsible for finding new opportunities and managing risk. We discuss vital issues relevant to investment professionals working across asset classes.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to ...
…
continue reading
1
Career Strategy Podcast with Sarah Doody | UX, Product Design, UX Research
Sarah Doody from Career Strategy Lab
1
149
Welcome to the Career Strategy Podcast, with Sarah Doody, a UX Researcher & Product Designer with 20 years of experience who is helping UX and Product people design their careers. You’ll learn how to advance your UX or Product career including how get hired in UX, stay hired, get promoted, and build a personal brand and visibility. You’ll also hear no BS tips to optimize your UX resume and portfolio, navigate your UX job search, and prepare for UX job interviews so you can stop being invisib ...
…
continue reading
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
…
continue reading
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Transcripts: seekingalpha.com/author/investing-experts-podcast
…
continue reading
Managing your personal finances can be daunting. This podcast will give you the know-how to march forward and upward with your money. Most of us agree that money is not the core purpose of our lives. Yet, money plays a major role in how our lives and relationships unfold. With such an abundance of information and contextless advice available online, it's hard to know which details are relevant and most actionable for us. Wealth Unplugged explores wisdom, strategies and stories through expert ...
…
continue reading
“Whistle to Work” delves into the journey of transitioning from corporate life to entrepreneurship in a portfolio career. Mike and Zed share personal anecdotes, professional insights, and strategies for thriving in new communities while effectively managing career shifts. The podcast provides a welcoming and supportive space for learning and personal growth. Portfolio careers cannot rely on your past role and ‘brand’ alone. In this series we’ll focus on how you’ve got to “show up properly”. ...
…
continue reading
Environmental, social, and governance (ESG) news and investment research brought to you weekly covering major market trends and new research insights. With topics ranging from climate impact on investment portfolios, corporate actions, trending investment topics, and emerging ESG issues, host Mike Disabato of MSCI ESG Research walk through the latest news and research that is top of mind for MSCI ESG Research clients and partners. MSCI ESG Research products and services are provided by MSCI ...
…
continue reading
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.
…
continue reading
Welcome to ’The SPY Trader,’ your essential audio resource for trading insights. Broadcasting every few hours, our podcast delivers timely summaries of critical news impacting the markets, expert analysis, and trading recommendations. Whether you’re a seasoned trader or just starting, tune in to stay ahead of market trends and refine your trading strategy with actionable insights. This podcast is AI-generated. Disclaimer: The information provided on ’The SPY Trader’ podcast is for educationa ...
…
continue reading
Welcome to the Property Punch Podcast – your weekly shot of straight-talking property wisdom, made for real people who want to grow real wealth. Hosted by the team at Your Wealth Mentor, each episode breaks down big ideas into bite-sized tips on property investing, passive income, and building long-term wealth through real estate - all tailored to the Australian property market. Whether you're buying your first home, building a portfolio, or investing through your super (SMSF), this podcast ...
…
continue reading
"Rare Earth Advantage: Daily Edge for Institutional Capital" The definitive rare earth elements briefing for institutional allocators managing nine-figure portfolios. Every episode delivers critical market data, supply chain developments, and production capacity updates across neodymium, dysprosium, terbium, and praseodymium markets. What You Get: Real-time rare earth pricing intelligence and market movements Supply chain disruption analysis and geopolitical impact assessment Production capa ...
…
continue reading
Stock market analysis Support this podcast: https://podcasters.spotify.com/pod/show/chris-mealick/support
…
continue reading
Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy si ...
…
continue reading
1
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
Eric Clark
685
Mega-Brands is a podcast for investors, traders, and brand marketers; Financial Advisors & investors who want to keep track of the most powerful mega-trends happening around the globe. In these podcasts we discuss the $50 trillion/year global consumer spending theme as well as other trends like: Artificial Intelligence, Digitization, and the Experience Economy. Let's make some money investing in Mega-Brands! https://www.globalbrandsmatter.com
…
continue reading
Global Real Estate Daily - The daily brief for nine-figure real estate decisions. Essential market analysis for institutional investors, pension fund managers, sovereign wealth funds, and commercial real estate professionals managing global portfolios. Daily coverage includes: • Commercial real estate investment trends and cross-border capital flows • CMBS market conditions, delinquency rates, and refinancing intelligence • Central bank decisions impacting real estate financing and currency ...
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
The Namibia Oil and Gas Podcast is your weekly gateway to the latest news and developments shaping Namibia’s dynamic oil and gas sector.
…
continue reading
Welcome to Design With Intention, the show where design meets purpose. I'm Lucille “Lucy” Dela Rosa, your host and Las Vegas based interior designer, on a mission to redefine spaces with intentionality and meaning. In this podcast, we dive into the heart of design entrepreneurship, exploring the stories, insights, and inspirations that shape our creative journeys. Whether you're a seasoned designer, an aspiring entrepreneur, or simply passionate about the power of purposeful design, this pod ...
…
continue reading
The World According to Boyar brings top investors, best selling authors, and market newsmakers to show you the smartest ways to uncover value in the stock market.
…
continue reading
1
Managed Futures-Why Now! Positioning, Energy, De-Dollarization, and Portfolio Blind Spots
1:05:12
1:05:12
Play later
Play later
Lists
Like
Liked
1:05:12
In this episode, Rodrigo Gordillo, Mike Philbrick, and Adam Butler explore the timely relevance of managed futures, examining why the current macroeconomic environment may be particularly favorable for these strategies. They discuss recent drawdowns, the uncorrelated nature of trend and carry strategies, and the importance of diversification. The c…
…
continue reading
1
Ep 205: Howard Marks - You Can’t Predict, But You Can Prepare - A Framework for Positioning Portfolios
50:19
50:19
Play later
Play later
Lists
Like
Liked
50:19
In this special episode of Inside the Rope, David Clark welcomes one of the most influential voices in global investing — Howard Marks, Co-Founder and Co-Chairman of Oaktree Capital Management. Known worldwide for his acclaimed investment memos, often cited by Warren Buffett as essential reading, Howard has shaped how generations of investors think…
…
continue reading
1
EPS 263 | Position Sizing and Portfolio Management in Investing
1:31:00
1:31:00
Play later
Play later
Lists
Like
Liked
1:31:00
In this episode of the Dividend Talk, we dive into the art ofportfolio management thanks to a couple of listener questions. We talk about how to size positions, when to trim, and how to maintain balance without falling into emotional traps. The episode covers trimming winners vs. letting them run, the risks of over-concentration, and how dividend g…
…
continue reading
1
Portfolio positioning for an uncertain market with next gen investors
41:19
41:19
Play later
Play later
Lists
Like
Liked
41:19
Rob Isbitts from Sungarden Investors Club talks again to analysts Julia Ostian, Jack Bowman, and Kenio Fontes (1:00). Buying the dips, market positioning (9:25). Treasury rates and watching institutional investors' allocations (11:30). Looking differently at Microsoft and Amazon, preparing for a bear market (17:50). Software, hardware, and AI stock…
…
continue reading
1
Convexity Maven Harley Bassman: How To Survive The Next Rate Cycle
1:02:11
1:02:11
Play later
Play later
Lists
Like
Liked
1:02:11
In this episode, Adam Butler is joined by Harley Bassman, Managing Partner at Simplify Asset Management, for a wide-ranging discussion on interest rate volatility, portfolio construction, and public policy. Bassman explains his creation of the MOVE Index before diving into strategies using long-dated options to create asymmetric payoffs. They also …
…
continue reading
1
Policy Pain: Tariffs Slam Healthcare as Yields Spike
5:30
5:30
Play later
Play later
Lists
Like
Liked
5:30
Fresh news and strategies for traders. SPY Trader episode #1377.Markets fell for the third straight session, driven by twin shocks: new massive proposed tariffs (100% on branded drugs) creating severe policy uncertainty in Healthcare, and surprisingly strong economic data (3.8% GDP) which pushed the 10year Treasury yield to a threeweek high by redu…
…
continue reading
1
NLCC 2025 Returns, NAMPOA and COGANAM Sign MoU, Eco Atlantic Optimizes Namibia Portfolio, Greenhands Namibia Expands, Nasan Energies to Acquire 53 Fuel Stations, Cleanergy Solutions Namibia Launches Green ...
10:32
10:32
Play later
Play later
Lists
Like
Liked
10:32
Episode 38 of the Namibia Oil and Gas weekly news headline's podcast and while we are entering the last weekend of the month, we look at NLCC 2025 Returns, NAMPOA and COGANAM Sign MoU, Eco Atlantic Optimizes Namibia Portfolio, Greenhands Namibia Expands, Nasan Energies to Acquire 53 Fuel Stations, Cleanergy Solutions Namibia Launches Green Hydrogen…
…
continue reading
1
REA019 - Weekly Synthesis: Floors, Flows, and the HREE Premium
3:24
3:24
Play later
Play later
Lists
Like
Liked
3:24
Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.A focused Friday synthesis. NdPr stays firm on China baselines; the DoD-MP framework cements Western price floors and offtake certainty; and heavy rare earths hold a stubborn ex-China premium. Europe's constraints persist under export controls.What's inside:- Market read: NdP…
…
continue reading
1
GLED022 - PCE Reality Check — Inflation Persistence & Deployment Recalibration
5:14
5:14
Play later
Play later
Lists
Like
Liked
5:14
Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance.Friday, September 26th — PCE Reality Check. While others react to headlines, you get the recalibration playbook that turns inflation persistence into strategic advantage.What you'll get:- PCE data breakdown: Core inflation 2.99% YoY, still 99 basis points above Fed target…
…
continue reading
1
GLED021 - SNB Decision Day — European Policy Divergence & Global Capital Arbitrage
5:45
5:45
Play later
Play later
Lists
Like
Liked
5:45
Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance.Today we turn the SNB decision into an edge. While most wait for headlines, you get the execution plan: how a 0% Switzerland, an easing-leaning Europe, and a “slow-walk” Fed create spreads you can actually monetize.What you’ll get:- Market pulse: 10Y UST ~4.15%; CRE finan…
…
continue reading
Fresh news and strategies for traders. SPY Trader episode #1376.Barry Bullish breaks down a volatile week in the market, with U.S. stock futures largely flat after two days of declines. He discusses the Fed's first rate cut of 2025 amidst persistent inflation and a softening labor market. The episode provides an overview of sector performance, incl…
…
continue reading
This week, Dan Rasmussen - founder of Verdad Advisors and author of The Humble Investor - drops by to challenge conventional wisdom, discuss humility, and stir up some lively debate. In this conversation, Dan discusses his investment philosophy; focusing on the risks associated with private equity, the unpredictability of future growth, and the imp…
…
continue reading
1
REA018 - Thursday Brief: Momentum, Pricing, and Strategy
4:02
4:02
Play later
Play later
Lists
Like
Liked
4:02
Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Today’s brief cuts through the REE noise. MP holds its midweek momentum as the U.S. mine‑to‑magnet push stays on track. Neodymium is firm on China baselines while heavy rare earths keep a stubborn ex‑China premium. Europe gets a real anchor with Neo’s Estonia magnet line — ea…
…
continue reading
1
REA017 - Wednesday Momentum & Strategic Positioning (Regenerated)
4:49
4:49
Play later
Play later
Lists
Like
Liked
4:49
Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.A straightforward read on where the REE market is leaning midweek. MP draws institutional interest on heavy volume. Neodymium holds gains year‑to‑date; dysprosium stays priced for scarcity outside China. Policy is the driver: export licenses, bottlenecks, and floor mechanisms…
…
continue reading
1
Market’s Mixed Signals: Your Portfolio Playbook
6:06
6:06
Play later
Play later
Lists
Like
Liked
6:06
Fresh news and strategies for traders. SPY Trader episode #1375.This episode details a significant market pullback following a rally, driven by profittaking and Federal Reserve warnings on asset valuations. It covers mixed economic signals including a rate cut alongside persistent inflation and declining consumer sentiment. While energy and gold su…
…
continue reading
1
GLED020 - Powell Speech Analysis — Real-Time Market Response & Global Positioning
4:01
4:01
Play later
Play later
Lists
Like
Liked
4:01
Wednesday morning Powell speech analysis for institutional real estate capital positioning following Fed Chair Powell's real-time market commentary. NEW INTRO FORMAT: Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance. Powell Speech Market Response: Federal Reserve Chair Powell emphasized cautious approach to future rate …
…
continue reading
Fresh news and strategies for traders. SPY Trader episode #1374.Market Maestro Max dissects the current market, noting the S&P 500's resilience fueled by tech and consumer spending. The episode highlights the ongoing tension between growth optimism and inflation watchfulness, guiding listeners on balancing investments in core tech stocks (like QQQ)…
…
continue reading
1
GLED019 - Mid-Week Global Analysis — Market Dynamics & Strategic Positioning
4:23
4:23
Play later
Play later
Lists
Like
Liked
4:23
Tuesday morning mid-week global analysis for institutional real estate capital positioning following sustained post-FOMC momentum. Mid-Week Market Positioning: Federal Reserve's 25bp cut to 4.00%-4.25% maintaining sustained momentum. US 10-year Treasury at 4.14%-4.15% with commercial mortgage rates around 5.78%-6.34%. 30-year mortgage rates around …
…
continue reading
1
REA016 - Tuesday Market Consolidation & Strategic Analysis
4:42
4:42
Play later
Play later
Lists
Like
Liked
4:42
Tuesday's comprehensive rare earth market consolidation analysis and strategic positioning for institutional capital. Market Consolidation - September 23, 2025: - MP Materials: $73.22 (+$0.01, +0.02%) - Healthy consolidation after Monday's strong opening - Volume: 10.6M shares - Continued institutional interest following Monday's performance - Mark…
…
continue reading
1
Investing in small caps with courage and conviction
41:28
41:28
Play later
Play later
Lists
Like
Liked
41:28
Courage & Conviction Investing shares why he's in a philosophical state of mind (0:30). Highlighting wins and losses with Green Plains and Cineverse (6:25). Small caps, rate cutting, and tariffs (26:45). Subscribe to Courage & Conviction Investing's Second Wind Capital Show Notes: Small Cap Nuance With Courage & Conviction Investing Cineverse: An I…
…
continue reading
1
Market Peaks & Rate Cuts: Navigating the Bull
6:24
6:24
Play later
Play later
Lists
Like
Liked
6:24
Fresh news and strategies for traders. SPY Trader episode #1373.US stock markets hit fresh record highs (Dow 46,315, S&P 6,664, Nasdaq 22,631) following the Federal Reserve's first interest rate cut of 2025, dropping rates to 44.25%. Investor optimism is high, driven by USChina trade talks, strong AI sector performance (NVIDIA, Oracle), and robust …
…
continue reading
1
Sandwiched: How to Manage Caregiving, Parenting and Finances
31:27
31:27
Play later
Play later
Lists
Like
Liked
31:27
In this episode, host Kelly Mould and SVP Private Client Banking, Kathy Ciszewski focus on advice for the sandwich generation — those caught between caring for their aging parents and supporting their own children. They cover the financial, emotional and practical aspects of this group, including navigating conversations with parents about their fi…
…
continue reading
Welcome to Build where we talk about the lessons I have learned in scaling big businesses, gaining millions in sales, and helping our portfolio companies do the same. Buckle up, because we’re creating an unshakeable business. Want to scale your business? Click here. Follow Leila Hormozi’s Socials: LinkedIn | Instagram | YouTube | Twitter | Acquisit…
…
continue reading
1
REA015 - Monday Market Opening & Strategic Positioning
5:02
5:02
Play later
Play later
Lists
Like
Liked
5:02
Monday's comprehensive rare earth market opening analysis and strategic positioning for institutional capital. Current Market Performance: - MP Materials: $73.22 (+2.04%, +$1.47) - Strong momentum continuing from Friday - Volume: 37.4M shares - Significant institutional interest accelerating - Market cap: $12.97B - Rare earth sector strength in Mon…
…
continue reading
1
GLED018 - Week Ahead Positioning — Post-FOMC Momentum & Global Capital Deployment
4:10
4:10
Play later
Play later
Lists
Like
Liked
4:10
Monday morning week-ahead positioning analysis for institutional real estate capital following post-FOMC sustained momentum. Post-FOMC Week-Ahead Momentum: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained week-ahead opportunities. US 10-year Treasury at 4.15% showing fourth consecutive session of gains while commercial mortgage rates st…
…
continue reading
1
Commercial or Residential: Which Builds Wealth Faster?
29:10
29:10
Play later
Play later
Lists
Like
Liked
29:10
🎥 ABOUT THIS PODCAST: Commercial vs Residential property, where should investors put their money? 🤔 Residential is often seen as the safer play with steady growth, while commercial can deliver higher yields but comes with bigger risks. So, which path makes more sense for your portfolio today? In this episode of the Positively Geared Podcast, Lloyd …
…
continue reading
1
141: Design a UX Portfolio Recruiters Read for More Than 1 Minute
35:17
35:17
Play later
Play later
Lists
Like
Liked
35:17
If you've ever wondered why your UX or product design portfolio isn't getting attention, this episode is your answer. In this mini workshop, Sarah walks you through the most critical and overlooked fix you can make to your portfolio right now. It’s simple, strategic, and backed by nearly a decade of hiring results. Spoiler: This isn’t about adding …
…
continue reading
1
3 stocks to buy from Alpha Picks/Pro Quant Portfolio
39:00
39:00
Play later
Play later
Lists
Like
Liked
39:00
Steven Cress, Head of Quant at Seeking Alpha, explains how quant works (0:30). Importance of PEG ratio (4:05). Past performance (8:40). 3 stocks to buy from Alpha Picks/Pro Quant Portfolio (20:05). Show Notes: 6 Stocks Poised To Benefit From A Rate Cut Leveraging The PRO Quant Portfolio Quant Ratings Explained Steven Cress' Top 10 Stocks For H2 202…
…
continue reading
1
Back to Basics: The Plain-English Property Glossary
37:39
37:39
Play later
Play later
Lists
Like
Liked
37:39
Back to Basics: The Plain-English Property Glossary (Australia) Confused by property jargon? In this beginner-friendly episode, father–son duo Washington & Thabo break down the essential terms every Aussie investor should know — ROI, leverage, LVR, LMI, interest-only, stamp duty, conveyancing, rental yield, negative/positive gearing, depreciation, …
…
continue reading
1
REIT All About It: A Conversation With Piper Sandler's Alex Goldfarb
37:02
37:02
Play later
Play later
Lists
Like
Liked
37:02
In this episode, we welcome Alex Goldfarb to discuss the broad and complex world of real estate investment trusts (REITs) and the real estate industry. Alex sheds light on the transformation of real estate from a niche asset class to a mainstream investment option, highlighting the current trends and challenges in the sector. He delves into the dyn…
…
continue reading
1
After the Cut: Inflation, Spending, and Smart Plays
7:42
7:42
Play later
Play later
Lists
Like
Liked
7:42
Fresh news and strategies for traders. SPY Trader episode #1372.The Federal Reserve cut interest rates by 0.25 percentage points to a target range of 4.00%4.25% due to a softening labor market, despite inflation remaining elevated at 2.9% yearoveryear. Retail sales showed unexpected resilience, while manufacturing signals were mixed. The market rea…
…
continue reading
Fresh news and strategies for traders. SPY Trader episode #1371.Captain Candlestick analyzes a recordsetting week for the U.S. stock market, propelled by the Federal Reserve's 25 basis point rate cut and optimism around tech giants. While indices hit new highs, the episode highlights a weakening labor market, sticky inflation, and housing market pr…
…
continue reading
1
Eps 264| How We Handle Drawdowns in Dividend Growth Investing
1:13:04
1:13:04
Play later
Play later
Lists
Like
Liked
1:13:04
In this episode, we dive into the realities of dealing with portfolio drawdowns as dividend growth investors. From personal examples to strategies for averaging down, price anchoring, and knowing when to hold or sell, we share how we manage the emotions that come with falling share prices. We also cover the latest news and dividend hikes, including…
…
continue reading
1
GLED017 - Post-FOMC Week Wrap-Up — Global Positioning & Weekend Advantage
3:44
3:44
Play later
Play later
Lists
Like
Liked
3:44
Friday afternoon post-FOMC week wrap-up analysis for institutional real estate capital positioning following Federal Reserve decision week. Post-FOMC Week Performance: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained week-long momentum. US 10-year Treasury at 4.14% with 30-year at 4.76% showing market adjustment while commercial real es…
…
continue reading
1
REA014 - Weekly Wrap-Up & Strategic Positioning
5:38
5:38
Play later
Play later
Lists
Like
Liked
5:38
Friday's comprehensive weekly wrap-up and strategic positioning analysis for institutional capital in rare earth elements. Weekly Market Performance: - MP Materials: $71.65 (+0.93%, +$0.67) - Strong response to Fed rate cut environment - Volume: 1.15M shares - Institutional interest accelerating post-monetary policy shift - Market cap: $12.77B - Ra…
…
continue reading
Fresh news and strategies for traders. SPY Trader episode #1370.The U.S. stock market is reaching alltime highs, driven by tech and smallcap strength, coinciding with the Federal Reserve's first rate cut of the year. While bullish momentum is strong, concerns persist regarding elevated inflation, a cooling labor market, and a 'stagflation lite' eco…
…
continue reading
1
REA013 - Fed Rate Cut Impact & Rare Earth Market Response
4:36
4:36
Play later
Play later
Lists
Like
Liked
4:36
Thursday's comprehensive rare earth market analysis and Federal Reserve policy impact for institutional capital. Market Snapshot - September 18, 2025: - Federal Reserve cuts rates 25 basis points to 4.00%-4.25% range - Lower financing costs benefit capital-intensive rare earth separation facilities - Enhanced project economics for Western rare eart…
…
continue reading
1
You can beat the market - by breaking some rules
38:48
38:48
Play later
Play later
Lists
Like
Liked
38:48
David Gardner, co-founder of The Motley Fool, author of Rule Breaker Investing, shares how it's possible to beat the market (0:30). Investing is not just a math exercise (5:00). Starbucks stock and playing the long game (8:20). Investing principles that have led to wins (12:40). Management is key (19:00). Overvalued as a buy signal (26:20). Paralle…
…
continue reading
1
GLED016 - Post-FOMC Follow-Through — Global Capital Deployment & Currency-Driven Opportunities
3:49
3:49
Play later
Play later
Lists
Like
Liked
3:49
Thursday morning post-FOMC follow-through analysis for institutional real estate capital positioning following Federal Reserve decision execution. Post-FOMC Market Follow-Through: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained momentum. US 10-year Treasury rose to 4.13% with 30-year at 4.74% showing market adjustment while commercial …
…
continue reading
Fresh news and strategies for traders. SPY Trader episode #1369.This episode breaks down the Federal Reserve's first interest rate cut of 2025, analyzing its impact on various sectors and the mixed market reaction. It covers macroeconomic factors, geopolitical risks affecting tech, and significant M&A activity. Concrete trading recommendations are …
…
continue reading
1
My Thoughts Looking At Our Growth This Year | Ep 318
18:51
18:51
Play later
Play later
Lists
Like
Liked
18:51
Welcome to Build where we talk about the lessons I have learned in scaling big businesses, gaining millions in sales, and helping our portfolio companies do the same. Buckle up, because we’re creating an unshakeable business. Want to scale your business? Click here. Follow Leila Hormozi’s Socials: LinkedIn | Instagram | YouTube | Twitter | Acquisit…
…
continue reading
1
JV, SMSF, or Rentvesting: Which Strategy Wins in 2025?
34:25
34:25
Play later
Play later
Lists
Like
Liked
34:25
ABOUT THIS PODCAST: Buying with a partner… smart move or risky play? 🤔 Should you consider rentvesting as a way to get ahead? And what can you really do inside an SMSF? In this episode of the Positively Geared Podcast, Lloyd Edge unpacks some of the biggest questions investors are asking right now—from joint ventures and legal structures to duplex …
…
continue reading
1
Inflation expectations, tech valuations, healthcare opportunities
36:01
36:01
Play later
Play later
Lists
Like
Liked
36:01
Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot and BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuations (9:00). Undervalued names in healthcare (25:30). Metrics for different stocks and sectors and long-term themes (27:50). Show Notes: Federal Reserve…
…
continue reading
1
Managed Futures-Why Now! Positioning, Energy, De-Dollarization, and Portfolio Blind Spots
1:04:58
1:04:58
Play later
Play later
Lists
Like
Liked
1:04:58
In this episode, Rodrigo Gordillo, Mike Philbrick, and Adam Butler from ReSolve Asset Management Global explore the timely relevance of managed futures, examining why the current macroeconomic environment may be particularly favorable for these strategies. They discuss recent drawdowns, the uncorrelated nature of trend and carry strategies, and the…
…
continue reading
Fresh news and strategies for traders. SPY Trader episode #1368.This episode breaks down today's market, highlighting an anticipated Federal Reserve interest rate cut fueling S&P 500 and Nasdaq record highs, alongside significant company movements from Oracle's AI deals to Tesla's surge. It explores a 'positively cautious' economic outlook, driven …
…
continue reading
1
GLED015 - Post-FOMC Global Positioning - Central Bank Divergence & Cross-Border Capital Acceleration
3:56
3:56
Play later
Play later
Lists
Like
Liked
3:56
Wednesday morning post-FOMC global positioning analysis for institutional real estate capital following Federal Reserve decision execution. Global Central Bank Divergence Execution: Federal Reserve executed anticipated 25bp cut to 4.00%-4.25% range while ECB maintains rates creating 450bp policy spread. Currency-driven acquisition windows now fully…
…
continue reading
1
REA012 - Heavy Rare Earth Discoveries & Market Consolidation
5:08
5:08
Play later
Play later
Lists
Like
Liked
5:08
Wednesday's comprehensive rare earth market data and supply chain developments for institutional capital. **Market Snapshot - September 17, 2025:** - MP Materials: $65.98 (-1.78%, -$1.19) - Healthy profit-taking after recent momentum - Market showing disciplined consolidation as institutional capital processes developments **Fresh Rare Earth Pricin…
…
continue reading
1
David Gardner - Mastering the Art of Long Term Investing
1:30:52
1:30:52
Play later
Play later
Lists
Like
Liked
1:30:52
David Gardner returns to discuss his new book: Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. After decades of research, the book is a culmination of David's work in investing. This conversation should whet your appetite and help understand David's philosophy. Takeaways Investing requires a long-term min…
…
continue reading
1
Historic day at the Fed with Danielle DiMartino Booth
24:10
24:10
Play later
Play later
Lists
Like
Liked
24:10
Fed expert Danielle DiMartino Booth on the Fed's historic day (0:25). Rate cuts and economic despair (7:55). Focused on Fed balance sheet, dot plot (11:00). Powell's uncomfortable position (14:35). Stagflation extremely real (15:55). Get dividends wherever you can (20:10). Show Notes: Powell In Jackson Hole, A Little Too Late U.S. retail sales keep…
…
continue reading
Fresh news and strategies for traders. SPY Trader episode #1367.Host Marty Marketmover unpacks today's surging US stock market, with the S&P 500 and Nasdaq hitting new highs, largely fueled by expected Fed interest rate cuts and strong corporate earnings, particularly from tech giants like Alphabet and Tesla. The episode delves into key economic in…
…
continue reading
