Best Simplify Asset Management Podcasts (2025)

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Keeping it Simple | Ep. 50: And Yet It Moves! 1:01:50

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22d ago1:01:50

1:01:50

Finance professor Davidson Heath joins Michael Green and Harley Bassman to recant his stated beliefs on passive investing. For more information, visit https://www.simplify.us. Questions about the content discussed in this video? Please contact [email protected]. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are…

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Zach Hawley: Reinventing Customer Success with AI Agents 14:45

41m ago14:45

14:45

In this episode of AI Chronicles, host Kyle James interviews Zach Hawley, founder of Steerco, a software development company that leverages AI to streamline customer success processes. Zach shares his journey from leading a customer success team at a public SaaS company to founding Steerco, driven by the need to automate tedious tasks. The conversa…

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Edd Dawson: Organizing 20 Years of SEO Wisdom Using AI 19:29

21h ago19:29

19:29

In this episode of AI Chronicles, host Kyle James interviews Ed Dawson, an SEO expert and founder of Keywords People Use. They discuss the integration of AI in business, particularly in content creation and SEO strategies. Ed shares his journey from running a successful comparison website to launching his SEO intelligence platform and podcast. He e…

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Special episode: How to track non-financial misconduct within your business with Smarsh's Shaun Hurst and former Standard Chartered surveillance chief Emily Wright 29:52

2d ago29:52

29:52

Today’s episode is a special one produced in association with Smarsh, a technology firm providing global financial institutions with the tools to capture, store, and monitor their communications. It also marks the launch of a new Following the Rules series providing practical, actionable guidance to help listeners and the financial services firms t…

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Julie Chenell: Building a Multi-Million Dollar Brand with AI as Her Second Brain 15:46

3d ago15:46

15:46

In this episode of AI Chronicles, host Kyle James interviews Julie Chenell, co-founder of Funnel Gorgeous, about the integration of AI in marketing and coaching. Julie shares her journey in building a multimillion-dollar business, the rapid growth of Funnel Gorgeous, and how AI has transformed her coaching practice into a more efficient and organiz…

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Max Sinclair: The Future of GEO – Getting Your Brand Listed on AI 17:29

6d ago17:29

17:29

In this episode of AI Chronicles, host Kyle James interviews Max Sinclair, founder and CEO of Azoma, an AI-powered information and technology company. They discuss how Azoma helps businesses get listed on AI search engines like ChatGPT and the differences between traditional SEO and the new GEO (AI search optimization). Max shares his journey from …

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Carol Cox: Letting AI Do the Computer Work While She Leads with Her Voice 16:02

8d ago16:02

16:02

In this episode of AI Chronicles, host Kyle James speaks with Carol Cox, founder of Speaking Your Brand, about the integration of AI in public speaking and coaching. Carol shares her journey from tech to coaching, the challenges she faced, and how AI has transformed her business. They discuss the creation of AI-generated content, the importance of …

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Jeff Greenfield: AI’s Role in Solving Marketing’s Attribution Black Hole 25:57

10d ago25:57

25:57

In this episode of AI Chronicles, host Kyle James interviews Jeff Greenfield, CEO of Provalytics, about the integration of AI in marketing attribution and analytics. They discuss the challenges marketers face in understanding the effectiveness of their campaigns, the innovative solutions Provalytics offers, and the significant impact AI has on opti…

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JH Scherck: Beyond Keywords - Dominating Search in the AI Era 19:00

13d ago19:00

19:00

In this episode of AI Chronicles, host Kyle James speaks with J.H. Scherck, founder and CEO of Growth Plays, about the transition from traditional SEO to AI-driven strategies. They discuss the integration of generative AI in content production, the challenges and efficiencies gained, and the future of SEO in a world dominated by large language mode…

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Ben Henson: Understanding Customer Intent for Faster Deals 18:58

15d ago18:58

18:58

In this episode of AI Chronicles, host Kyle James speaks with Ben Henson, co-founder of Peel, about how their AI-driven platform is revolutionizing revenue operations and customer engagement. They discuss the origins of Peel, the importance of asynchronous conversations, and how AI can enhance the buyer's journey by providing personalized interacti…

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Mark Watson, SVB’s former management governance head, on the crisis policymakers, regulators, and financial institutions are sleepwalking into and how to avoid it 30:20

17d ago30:20

30:20

Today’s guest outlines where governments and financial regulators are going wrong in their supervision of the sector. He details where he sees potentially systemic risks mounting and he explains what banks, financial institutions and their supervisors can do now to prevent a significant blow-up from occurring on their watch. Mark Watson is a govern…

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Alyssa Nolte: Reducing Churn with AI 13:55

17d ago13:55

13:55

In this episode of AI Chronicles, host Kyle James interviews Alyssa Nolte, CEO of TruVue, about the integration of AI in business to reduce churn and enhance decision-making. Alyssa shares her journey into entrepreneurship, the origin of TruVue, and how AI is transforming data analysis into actionable insights. The conversation emphasizes the impor…

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Christina Munk: How Danish Schools Embrace AI 13:05

20d ago13:05

13:05

In this episode of the AI Chronicles podcast, host Kyle James speaks with Christina Munk, head of education at Kold College in Denmark. They discuss the implementation of AI in vocational education, exploring how teachers and students are using AI tools for lesson preparation, feedback, and problem-solving. Christina shares insights on the benefits…

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Sarah's 35-Year Journey Shows How Mental Health Care Has Evolved 59:04

20d ago59:04

59:04

Send us a text Sarah brings 35 years of clinical expertise to our conversation, revealing how relationship therapy has transformed from a one-dimensional approach to a comprehensive science-based system. As founder of Relate Center in Austin, Texas, she's pioneered an integrated method combining physical therapists, psychotherapists, and physicians…

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Drew Donaldson: Hyper-Targeting with AI The Future of Lead Generation 20:27

22d ago20:27

20:27

In this episode of the AI Chronicles podcast, host Kyle James interviews Drew Donaldson, founder and CEO of Gro-Haus, a marketing agency leveraging AI for lead generation and copywriting. They discuss the evolution of Gro-Haus, the importance of hyper-targeting in marketing, and how AI tools have transformed their operations. Drew shares insights o…

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Devan Dillard: AI for Dads - Building Businesses and Being Present Parents 15:07

24d ago15:07

15:07

In this episode of AI Chronicles, host Kyle James interviews Devan Dillard, founder of Digital Dadpreneur, about leveraging AI in business. Devan shares his journey of building a brand focused on helping dads balance family life with entrepreneurship. He discusses the challenges faced by his clients in social media and lead generation, and how AI h…

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Fletcher Wimbush: Leveraging AI for Strategic Recruitment 13:42

27d ago13:42

13:42

In this episode of AI Chronicles, host Kyle James speaks with Fletcher Wimbush, CEO of Discovered, about the transformative role of AI in the hiring process. They discuss the challenges of traditional hiring methods, the innovative solutions provided by Discovered, and the future of AI in recruitment. The conversation highlights the importance of a…

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Bryan Shankman: Turning Website Visitors into Paying Customers 17:23

29d ago17:23

17:23

In this episode of AI Chronicles, host Kyle James interviews Bryan Shankman, CEO of Lead Truffle, a company that leverages AI to help local businesses convert website visitors into paying customers. They discuss the origins of Lead Truffle, the importance of AI in modern business, and how it enhances customer engagement through text and voice commu…

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14. Inside Gerber Kawasaki’s Growth Playbook: The Path to $3 Billion AUM 52:06

30d ago52:06

52:06

15 years ago, in Brazil and in the middle of the crisis that turned the whole financial system upside-down, Ross Gerber and Danilo Kawasaki decided to start a financial firm: Gerber Kawasaki. In this episode, the founders and Hatem Dhiab, Managing Partner and key team member from the beginning, share some of the challenges they faced, like using so…

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FMSB CEO Myles McGuinness on his plans to help the City tackle non-financial misconduct, and bolstering the standard setters' future in an increasingly polarised world 33:22

1M ago33:22

33:22

Today’s guest explains why global standards for financial conduct could help counter the risk of rising regulatory fragmentation - providing, as he puts it, “the glue to hold diverging rule books together.” He outlines how a robust governance framework could help financial institutions better tackle toxic workplace behaviour. He explains why he bel…

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Allison Lane: AI's Role in Author Branding & Publishing Success 26:15

1M ago26:15

26:15

In this episode of the AI Chronicles podcast, host Kyle James speaks with Allison Lane, a book coach and branding expert, about how her company LaneLit utilizes AI to enhance the book publishing process. They discuss common pitfalls authors face, the importance of a strong personal brand, and how AI can streamline content creation and marketing str…

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6: Ep 006 - आपके बच्चों की उच्च शिक्षा के लिए योजना 11:13

1M ago11:13

11:13

Education costs are rising, making financial planning for your child's future essential. In this episode, we discuss the best investment strategies for building an education corpus, the role of mutual funds in long-term planning, and how to start early for maximum benefits.By UTI Asset Management Company Limited

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Chris Karageuzian: The Future of Finance is AI-Powered 22:28

1M ago22:28

22:28

In this episode of the AI Chronicles podcast, host Kyle James interviews Chris Karageuzian, the former CEO of Help With My Loan, who shares his journey in the fintech industry and the transformative role of AI in lending. Chris discusses the inception of his company, the challenges they faced, and how they leveraged AI to automate processes, improv…

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S2EP12- BFSI to Quick Commerce: All about India's Evolving Services Sector 14:00

1M ago14:00

14:00

Whether it is IT services, food delivery, or digital payments, services have clearly been paving the way ahead for India’s economy. Learn how you can tap into the services sector opportunity with Divya Menon and Sachin Relekar from Axis Mutual Fund.By Axis Moneynomics - By Axis Mutual Fund

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AJ Bruno: Simplifying Sales Compensation with AI 18:29

1M ago18:29

18:29

In this episode of the AI Chronicles podcast, host Kyle James interviews AJ Bruno, co-founder and CEO of Quotapath, a software development company that simplifies sales compensation and commission tracking through automation and AI-driven tools. AJ shares his journey from his previous company, TrendKite, to Quotapath, discussing the challenges and …

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Eric Karofsky: Navigating AI Adoption and UX Challenges 22:25

1M ago22:25

22:25

In this episode of the AI Chronicles podcast, host Kyle James speaks with Eric Karofsky, CEO of VectorHX, about the integration of AI in enhancing customer experiences and the challenges faced in AI adoption. They discuss the importance of user experience in AI solutions, share a case study on transforming the pharmaceutical literature review proce…

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Ajay Bam: Revolutionizing Video Search and Commerce 23:15

1M ago23:15

23:15

In this episode of AI Chronicles, host Kyle James interviews Ajay Bam, CEO and co-founder of Vyrill, a video search insights and commerce platform. They discuss how Vyrill leverages AI to enhance video content analysis, improve customer engagement, and drive conversions for brands. Ajay shares insights into the challenges brands face with video con…

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5: Ep 005 - म्यूचुअल फंड में एसेट एलोकेशन और रीबालान्सिंग 10:00

1M ago10:00

10:00

(Asset Allocation and Rebalancing in Mutual Funds) Asset allocation and portfolio rebalancing are key to long-term investing success. In this episode, we discuss how to strategically distribute your investments across asset classes, when and why you should rebalance, and how these decisions impact your risk and returns. Tune in for expert insights …

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La Tonya Roberts: Driving Operational Efficiency and Strategic Thinking with AI 15:25

1M ago15:25

15:25

In this episode of AI Chronicles, host Kyle James interviews La Tonya Roberts, founder and CEO of Harmony Consulting Group. They discuss the integration of AI in business consulting, the journey of Harmony Consulting, and the benefits of AI for operational efficiency and strategic thinking. La Tonya shares her experiences in implementing AI for her…

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Jillien Flores of the Managed Funds Association on how rulemakers can best rethink overly-onerous regulations for alternative asset managers, and the "misguided" policies they should avoid 32:48

1M ago32:48

32:48

Today’s guest calls on regulators and policymakers to stop seeking to regulate alternative asset managers like they’re banks. She details how policymakers can best rethink the regulatory framework for the non-bank sector to benefit not only alternative asset managers but also the financial sector more broadly. And she explains how a push to harmoni…

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Sjeanne Cawdry: Harnessing AI and Spiritual Technologies for Transformative Coaching 25:05

1M ago25:05

25:05

In this episode of the AI Chronicles podcast, host Kyle James speaks with Sjeanne Cawdry, CEO and founder of Center of Liberation. They discuss the transformative power of conscious leadership and the importance of navigating mega trends in today's rapidly changing world. Sean shares her insights on the implications of AI for coaches, the necessity…

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Dan Sallis: The Future of Asset Management and AI Integration 30:40

2M ago30:40

30:40

In this conversation, Dan Sallis and Alfredo discuss the journey of Cynch, a SaaS company focused on asset management, particularly in maintenance and repair operations. They delve into the challenges of change management when introducing new software solutions, the integration of AI in their operations, and the impact of AI on client success. The …

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4: Ep 004 - रिटायरमेंट के लिए योजना म्यूचुअल फंड के साथ 10:16

2M ago10:16

10:16

(Retirement Planning with Mutual Funds) Retirement planning isn’t just about saving; it’s about smart investing. This episode explores different mutual fund strategies for retirement, including SIPs, SWPs, and annuity plans, helping you build a secure financial future.By UTI Asset Management Company Limited

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Varrlyn Podcast 8. 15 years of Varrlyn: from guts to glory 17:20

2M ago17:20

17:20

What does it take to build a boutique consultancy that thrives for 15 years in the competitive world of financial markets? In this special anniversary episode, host Marianne Aalders sits down with the founders of Varrlyn to uncover the story behind the company’s steady rise. What began in 2010 with a contract in hand, youthful ambition, and many sh…

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Karen Pifher: Empowering Nonprofits and Revolutionizing Grant Writing with AI 19:39

2M ago19:39

19:39

In this episode of the AI Chronicles podcast, host Kyle James interviews Karen Pifher, founder of Creating Community Consulting. They discuss Karen's inspiring journey from being a teen mom to leading a successful consultancy that helps nonprofits and community-focused organizations build inclusive and equitable cultures. The conversation delves in…

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Dan O'Toole: Revolutionizing Last-Mile Delivery with Arrive AI 18:39

2M ago18:39

18:39

In this episode of the AI Chronicles podcast, host Kyle James interviews Dan O'Toole, CEO of Arrive AI, a technology and logistics company that recently went public on NASDAQ. They discuss the innovative solutions Arrive AI is implementing to revolutionize last mile delivery through AI-powered mailbox infrastructure, focusing on efficiency, automat…

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Jacki Leahy: Activating B2B SaaS Growth with AI 18:34

2M ago18:34

18:34

In this episode of the AI Chronicles podcast, host Kyle James interviews Jacki Leahy, founder of Activate the Magic, a consulting agency that specializes in helping B2B SaaS startups scale their revenue operations. Jacki shares her journey from the classroom to the boardroom, detailing how her passion for operationalizing revenue processes led her …

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3: Ep 003 - इंडेक्स फंड और ईटीएफ: अंतर और लाभ 13:38

2M ago13:38

13:38

(Index Funds vs. ETFs: Differences & Benefits) Confused about whether to invest in Index Funds or ETFs? This episode explores the key differences between these passive investing options, their advantages, and how to choose the right one based on your investment style. Learn how these cost-effective tools can help you build long-term wealth with min…

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Douglas James: Instantly Know if Your Prospects Can Afford Your Offer 30:39

2M ago30:39

30:39

In this episode of AI Chronicles, host Kyle James interviews Douglas James, founder of LeadFi, a unique SaaS technology that helps businesses identify qualified leads by analyzing real-time credit and financial data. Douglas shares his journey of building LeadFi, the challenges faced, and the significant impact the technology has had on revenue for…

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Edwin Schooling Latter, ex-FCA regulator now Mizuho's UK compliance head, on the reforms that could unlock "big savings" and the lessons we missed from recent failures of major financial institutions 41:25

2M ago41:25

41:25

Today’s guest pinpoints the “very technical” but overly complex regulatory requirements underpinning financial markets that he believes regulators could rethink to generate “big savings” for both themselves and the market participants they oversee. He discusses the lessons he would like to see industry players take on board and the changes he belie…

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Keeping it Simple | Ep. 49: Sins of Commission — Did We Create a Subprime Crisis? 1:04:22

2M ago1:04:22

1:04:22

COVID-era programs that concealed credit reporting and scoring are expiring. Mortgage credit specialist John Comiskey joins Michael Green and Harley Bassman to reveal what has been swept under the rug. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact [email protected]. Simplify Asset …

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Teddy Garcia: An Educator's Journey to Integrating AI in the Classroom 29:52

2M ago29:52

29:52

In this episode of the AI Chronicles podcast, host Kyle James speaks with Teddy Garcia, a senior IT educator at Instituto Iberia in the Dominican Republic. They discuss the transformative role of AI in education, focusing on how Teddy has integrated AI into the classroom to enhance student engagement and prepare them for a tech-driven future. Teddy…

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2: Ep 002 - मल्टी एसेट एलोकेशन फंड्स: विविधता से मजबूती 9:41

2M ago9:41

9:41

(Multi Asset Allocation Funds: Strength Through Diversification) Market volatility is a reality. How do you manage it? Multi Asset Allocation Funds offer the advantage of investing across asset classes like equity, debt, and gold. This episode explains how these funds work, why diversification is key to risk management, and how they can provide sta…

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Megan McIntosh: The Buzz About Beneficial Insects in Your Garden 23:41

2M ago23:41

23:41

In this episode of AI Chronicles, host Kyle James speaks with Megan McIntosh from Rootsum, a company dedicated to promoting biodiversity in gardening. They discuss the history of Rootsum, the importance of beneficial insects, and practical steps for hobby gardeners to enhance their gardens naturally. The conversation also touches on the impact of p…

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Mark Slater: Cultivating Client Loyalty in Web and App Development 19:30

2M ago19:30

19:30

In this episode of the AI Chronicles podcast, host Kyle James interviews Mark Slater, CEO of Handmade Interactive, a web and mobile app development company. Mark shares his journey from advertising to web development, the challenges of building client relationships, and the importance of creating demand for digital solutions. He discusses the trans…

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1: Ep 001 - स्मार्ट बीटा फंड्स: निवेश की नई दिशा 16:50

2M ago16:50

16:50

Smart Beta Funds: A New Approach to Investing Smart Beta Funds are changing the way investors look at passive investing. This episode explains what Smart Beta strategies are and why they could be a valuable addition to your portfolio.By UTI Asset Management Company Limited

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From Ransomware to Recovery: How One Rural Hospital Transformed Its Cybersecurity 57:51

2M ago57:51

57:51

Send us a text Nestled along the scenic Southern Oregon coast, Southern Coos Hospital faces a unique set of challenges that many healthcare organizations never encounter. With just 25 beds serving a rural population of about 15,000, this critical access hospital demonstrates remarkable innovation in stretching limited resources while maintaining ro…

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ESMA chair Verena Ross on her to-do list for 2025, simplifying the EU financial rulebook, and life at the helm of the watchdog 44:51

2M ago44:51

44:51

Today’s guest discusses the European Securities and Markets Authority’s to-do list for 2025, and she explains the regulator’s priorities as it responds to an EU-wide effort to simplify the bloc’s rulebook. She outlines ESMA’s expectations of market participants subject to its landmark reforms on digital operational resilience and crypto-assets and …

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Varrlyn Podcast 7. Donald J. Trump is back: what is the impact on the financial sector? 18:32

3M ago18:32

18:32

On November 5, 2024, Donald J. Trump secured a second term as President of the United States. Now, just months into his presidency, the effects are already rippling across global markets. In this episode, our host Marianne Aalders sits down with Martin Defauwes, Director and Lead Asset Management at Varrlyn, to explore the financial, regulatory, an…