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The Behavioral Investor Podcasts

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Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @s ...
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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)

Hala Taha | Entrepreneurship, Sales, Marketing | YAP Media Network

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Young and Profiting with Hala Taha is the must-listen podcast for anyone who is hardcore into entrepreneurship. Hosted by Hala Taha, a self-made entrepreneur and marketing expert, this top-ranked show features mini-masterclasses with business icons and entrepreneurs like GaryVee, Alex Hormozi, Mel Robbins, Reid Hoffman, Tom Bilyeu and Codie Sanchez. Listen to YAP to profit in all aspects of life - from boosting sales and beating algorithms, to brain hacks and biohacking. Whether you’re launc ...
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Financial decisions are endlessly complicated. There’s a huge body of academic literature that tries to study them to look for answers on how to improve decision making while a broad industry of financial advisors also work with investors every day on decisions that affect their financial futures. But there exists a divide between the two. On The Behavioral Divide, presented by Avantis Investors®, host and UCLA Professor Hal Hershfield examines this divide to find insights that may help advi ...
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Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giv ...
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Welcome to ’Rubber Meets The Road Economics,’ where investor Hunter Craig and Professor Edwin T. Burton from the University of Virginia explore the forces shaping our economy. Each episode breaks down complex economic concepts into clear, relatable insights. From globalization and technology to behavioral economics and policy impacts, we cover the topics that influence your daily life. Whether you’re an enthusiast or just curious, join us for engaging discussions that deepen your understandi ...
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Crypto News

Quiet. Please

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Stay ahead in the world of cryptocurrencies with "Crypto News Tracker," your go-to podcast for the latest updates, insights, and analysis on Bitcoin, Ethereum, and the entire crypto market. Whether you're a seasoned investor or new to the crypto space, our daily episodes provide you with the essential news and trends to keep you informed and make smart investment decisions. Join us as we explore the rapidly evolving landscape of digital currencies, blockchain technology, and decentralized fi ...
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Validea's Guru Investor Podcast

Jack Forehand and Justin Carbonneau

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The Guru Investor Podcast offers audio versions of the original articles from Validea's Guru Investor Blog. Our research focuses on what works over the long-term in investing. We cover topics like factor investing, value investing, momentum investing and behavioral finance.
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Making Sense

J.P. Morgan

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“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.
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Afford Anything

Paula Pant | Cumulus Podcast Network

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You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. How do we make smarter decisions? How do we think from first principles? On the surface, Afford Anything seems like a podcast about money and investing. But under the hood, this is a show about how to think critically, recognize our behavioral blind spots, and make smarter choices. We’re into the psychology of money, and we love metacogn ...
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InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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Learn the strategies, systems, and secrets of the nation's top house flippers, wholesalers, and real estate investors right here on The 7 Figure Flipping Podcast with Bill Allen! Bringing you deep-dive interviews and insights on flipping houses and wholesaling real estate, 7 Figure Flipping is the ultimate online resource to accelerate your real estate investing journey. Whether you're new to real estate or you're ready to scale your REI business, you'll find tips, guides, case studies, tuto ...
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"Modern Relationships"

Erik Torenberg, Turpentine

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We rarely get to hear how people actually make relationships work, especially in the high-pressure, fast-paced world of tech. While there's endless dating advice out there, what's missing are the real, unfiltered stories of how ambitious people navigate modern relationships and build a life together. Unlike every other aspect of modern life that can be solved with an app or outsourced to a service, building meaningful relationships remains stubbornly resistant to quick fixes. Through convers ...
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Welcome to The Rent-ish Podcast, where real estate meets curiosity, comedy, and a little chaos! Hosted by Zach and Patrick, two newcomers navigating the unpredictable world of rental properties, this podcast offers a fresh, unfiltered take on real estate investing. Whether you’re a property owner, aspiring landlord, real estate investor, or just love crazy rental stories, you’ll find something to love here. Expect raw conversations, hilarious mishaps, and real-life lessons as we explore buyi ...
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Inside The Street

Evergreen Podcasts

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As opposed to reiterating the main headlines of major news sources, Le Chiffré's Market Commentary offers unique insights into niche topics within the global markets. We believe that our discussions help better equip the general investor with a stronger understanding of what indicators and sentiments drive market behavior. It is important to understand the drivers and mechanics behind market performance as it allows one to effectively formulate educated opinions and predictions.
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The Profile

Polina Marinova Pompliano

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The Profile podcast will introduce you to the most successful and interesting people while feeding your brain high-quality ideas. Improve your content diet, and learn more at https://readtheprofile.com
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With all the noise created by a massive retail investment sales “machine”, it can be really hard to grasp what's going on in markets today. Not Another Investment Podcast provides a fresh perspective on investing; not through opinion and anecdotes but by translating rigorous scholarship, data, and theory in a way that's understandable to everyone. Understand investing beyond the headlines with Edward Finley, sometime Professor of Finance at the University of Virginia and veteran Wall Street ...
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The Scientific Investor is a new podcast to help investors achieve better outcomes. Its emphasis is on investing, not speculation, and on data and evidence, not opinions or forecasts. We’re going to be covering a wide range of subjects, including market history, investor behavior, financial wellbeing, and the latest academic research. Each episode will feature a different guest talking about their specific area of expertise. The Scientific Investor is brought to you by Index Fund Advisors. D ...
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Since our beginning more than a decade ago, NewSquare Capital has based its investment approach on what has proven to work combined with discipline and execution. We rely on facts, not hunches or impulses, and we know that wealth is built over the long term. Our goal with this podcast is to share what we've learned and provide insights that can be implemented with an intentional process and consistency over time. Although investing should be simple, it isn’t always easy. That’s where discipl ...
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The Exceptional Advisor Podcast

Investments & Wealth Institute

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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
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Are you ready to unlock the timely insights on consumer lending from industry leaders? Step into the world of cutting-edge financial innovation and balance sheet strategies with Consumer Lending Perspectives, the must-listen podcast for forward-thinking finance executives. In an era of rapid technological advancement and shifting consumer behaviors, staying ahead of the curve is essential. Join host Jeff Bogan, CFO at Upgrade and a fintech veteran, as he brings you episodes with C-Suite exec ...
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Let's Talk EU

CFA Institute

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CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA Charterholders worldwide in more than 160 markets. CFA Insti ...
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Under the Crown

Trey Carmichael

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Get inside the twisted minds of our host Trey Carmichael and the kings and queens in his network. Trey will be interviewing entrepreneurs, high performers, creatives, and business owners across various fields. The idea of the show is to get into the mind and "under the crowns" of these experts to find the things that you can implement into your journey and keep you motivated! This show wouldn't be possible without Hephaestus Global. There is no official schedule for this show, episodes will ...
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This Anthro Life

Anthrocurious, LLC

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This Anthro Life is the premiere go-to Anthropology Podcast that fuses human insights with cultural storytelling. We equip you with a deep understanding of the human experience to revolutionize your decision-making strategies and social impact. Head over to https://www.thisanthrolife.org to learn more. Spearheaded by acclaimed Anthropologist Dr. Adam Gamwell, This Anthro Life equips leaders, individuals, and organizations to shape a more compassionate future. We aim to broaden perspectives a ...
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Having the Craic

Caleb McDonnell, Mike Ream, Gaff

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The "Having the Craic" podcast, hosted by Caleb McDonnell, Mike Ream, and Gaff, offers a lively mix of Irish humor, real estate insights, business discussions, and random banter. Caleb is a black Irish Realtor and real estate investor, Mike is a former athlete turned entrepreneur from the Midwest, and Gaff adds a touch of Kentucky charm. Each episode features entertaining guests sharing their experiences and stories, creating a blend of laughter and engaging conversations. The trio's diverse ...
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Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
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Let’s be honest…it’s bad out there. Did you know teachers are twice as likely to experience stress as the general population? Or that 90% of teachers have experienced burnout symptoms in the last year? In this podcast, we’ll speak with educational leaders, former educators, and industry experts to better understand the employee experience in education. We’ll dig deep into causes of teacher burnout and transitions into other professions, and we’ll discuss strategies school leaders can impleme ...
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Women Investing Network Podcast

Sharon Lechter & Jason Hartman

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Smart women are investing in two key assets these days, themselves and real estate! Join your hosts Sharon Lechter and Jason Hartman once a month as they bring you exciting authors, entrepreneurs, top-tier investors and financial experts that are sharing their secrets of success. Learn tips and tools to apply to your own career, business, and life from experts such as: Lori Ann LaRocco (7-Steps To Success In Business), Nancy Doyle (CFA, Manage your Financial Life), Darlene Coquerel (CEO of K ...
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Psychology of Financial Planning Podcast

Dr. Charles Chaffin and Dr. Brad Klontz

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Join Dr. Charles Chaffin and Dr. Brad Klontz as they dive deep into the psychology of financial planning. This podcast, designed for practitioners, is based upon their most recent book and provides actionable insights for advisors to know and serve their clients better.
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The Skinner Report

Sara Litvak & Anna Bullard

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We break down everything about the ABA therapy landscape to help you understand how to provide high-quality behavioral health services. Get the lowdown on what's in the news, receive updates on legislation, and listen to industry commentary. Many clinicians start their own Applied Behavior Analysis (ABA) therapy organizations. ABA therapy is widely considered the gold-standard treatment for children with autism spectrum disorder. Despite making this admirable move, many practitioners find th ...
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On this podcast, hosts Tammy Palazzo and Tim Wikstrom talk to a wide range of amazingly successful executives, business owners, and leaders about how learning to communicate effectively changed their lives and their fortunes.
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Trapped in corporate life and chasing external validation, Amy Porterfield faced the life-changing decision to either stay safe in her job or take the leap into entrepreneurship. Choosing the latter, she quit her job, became an entrepreneur, and built a multi-million-dollar online business. In this episode, Amy shares her secret to starting a busin…
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#636: Behavioral economist Etinosa Agbonlahor joins us to discuss "money scripts" — the unconscious beliefs we inherit or develop about finances. Agbonlahor, CEO of Decision Alpha and former Director of Behavioral Science Research at Fidelity Investments, is the author of "How to Talk to Your Parents About Money." She studied financial management a…
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Tune in to hear: What is “manufactured desire” and what sinister role does it often play in contemporary life? Why is our tendency to let others’ influence our decisions a dramatic outlier from much of the Animal Kingdom? What is French Theorist René Girard’s Mimetic Theory and why can understanding it help inform the ways in which we make importan…
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This episode features Michelle Baddeley, Professor of Economics at Sydney’s University of Technology (UTS) and author of several books on behavioral economics and finance. She sits down with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan, to discuss the impact of behavioral biases — such as loss aversion, anchoring and confirm…
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In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid’s Future, Current Bond Market, Investing in Morocco, Value Stock, Dif…
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While most 26-year-olds are still figuring out their life… Sam Hopkins is flipping 10–20 houses a month. He’s already on track to become one of the best flippers in the country. But he didn’t start that way. He was working two jobs at AT&T and GNC, making $11 an hour. He scraped together $10K over a year and then bet it all on a vacant house he fou…
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Recent changes to student loan repayment rules include adjustments to monthly payments, loan forgiveness eligibility, and borrowing limits that will impact current and future borrowers. Today's Stocks & Topics: SO - Southern Company, Market Wrap, BDT - Bird Construction Inc., New Student Loan Repayment Policies Following Trump’s Budget Bill, Financ…
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I’m not the smartest guy around. I wasn’t born into money. And I definitely don’t have some secret “rich friends” club funding my deals. But this year alone, I raised $1.8M in private money. In fact, one niche marketing campaign we ran did $700K in revenue from just $21K spend. That’s a 22:1 ROI. And I did all of this with just 2 skills. If you don…
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In the past 48 hours, the crypto industry has experienced notable price volatility alongside evolving patterns in investor behavior, partnership activity, and regulatory responses. Bitcoin, after reaching a recent high of over $124,000 just one week ago, slipped to nearly $113,000, reflecting a near 4 percent weekly dip. Despite this selloff, on-ch…
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Bob Elliott, co-founder, CEO, and CIO of Unlimited, joins the show to discuss his extensive investment experience, including his time as the head of investment research at Bridgewater Associates. The conversation covers Elliott's background, his work on significant economic events like the 2008 financial crisis, and the founding of Unlimited, which…
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Fund managers, it’s time to ditch the pitch deck of doom. It’s not helping you differentiate. It’s putting allocators to sleep. Take it from Lucy Walker, Founder of data platform AM Insights, who spent the bulk of her career as a manager of managers allocating over $1B at specialist firm Sarasin Partners in the UK. She knows this business inside an…
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With international value stocks outpacing their U.S. growth counterparts in 2025, there has been a shift and value investing's resurgence is more pronounced overseas. Today's Stocks & Topics: ECPG - Encore Capital Group Inc., Market Wrap, Value Investing Is Finally Excelling Again in 2025 — But There’s One Catch for Americans, Short-Term Rental Mar…
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In the past 48 hours, the crypto industry has remained in a state of high volatility, yet it signals significant resilience and transformative regulatory events. As of August 14, the global cryptocurrency market cap surged to a record 4.15 trillion dollars, surpassing the December 2024 peak and shedding the memory of early-year corrections. Bitcoin…
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#635: Arielle’s head is spinning from the seemingly contradictory advice she hears about the best investments to hedge against inflation and a possible recession. What’s she missing? Dave is curious about private investments after listening to a recent First Friday episode. What are they, and should he consider them for his portfolio? Abbey is stok…
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Warren Buffett has warned that frequent trading often leads to lower returns and instead he advocates for the patient, long-term approach of holding quality companies. Today's Stocks & Topics: EQT - EQT Corp., Market Wrap, DECK - Deckers Outdoor Corp., Why Investors Who Trade More Often Tend to Make Less, Cash Balance Plan, Bear Market in Equities?…
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For our Season 1 finale, Zach and Pat go big...dinosaur big. 🦖 First up in Real Estate Reel, we step through the towering doors of the Jurassic Park Visitor Center to uncover the real-life filming locations, wild behind-the-scenes facts, and what it would actually cost to build this cinematic icon today. From its resort-inspired architecture to its…
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A few years after being voted 'least likely to succeed' in high school, Brandon Dawson defied expectations by scaling his first company from zero to $75 million. Since then, he has built and sold multiple nine-figure businesses. As the co-founder of Cardone Ventures, he helps entrepreneurs build wealth, scale effectively, and lead with purpose. In …
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The U.S.-China economic relationship has fundamentally shifted from focusing solely on cost and efficiency to prioritizing geopolitics, security, and supply chain resilience. Today's Stocks & Topics: FI - Fiserv Inc., Market Wrap, GRMN - Garmin Ltd., BROS - Dutch Bros Inc., Strategic Interdependence Is Rewiring the Global Economy, Is It Good Time t…
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In 2018, Hala Taha launched the Young and Profiting podcast while still working her corporate job, laying the foundation for YAP Media. What began as a side hustle has grown into a top-ranked entrepreneurship podcast, a powerful personal brand, and a thriving podcast and social media agency. In this special 7 Years of YAP series, Hala joins Jamar J…
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#634: Picture this: you're 26 years old, fresh out of Wharton, and you decide to start a business with two friends. You spend years building a digital marketing firm that eventually works with Dollar Shave Club and Madison Reed. You bootstrap the entire thing without taking a dime of venture capital funding. That's exactly what one Wharton graduate…
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U.S. Treasury bonds, dividend-paying stocks, defensive sector ETFs, gold, and real estate can help investors preserve stability and generate steady returns during economic downturns. Today's Stocks & Topics: GILD - Gilead Sciences Inc., Market Wrap, Top Recession-Proof Investments to Protect and Grow Your Portfolio, JOBY - Joby Aviation Inc., CS.TO…
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Most people think the secret to scaling is finding more deals. But Bret cracked the code another way… He and his dad quit their jobs and went full-time just 18 months ago. And they made a promise to each other…No exit plan. Now they’re running a business with 3 employees and hitting ARVs up to $600K. And one of their secrets is this $1,000/day rule…
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A new platform is emerging that will allow investors to trade shares of private tech giants like SpaceX and OpenAI with the ease of crypto, raising new questions about risk and accessibility for retail traders. Today's Stocks & Topics: XLE - The Energy Select Sector SPDR Fund, Market Wrap, TEVA - Teva- Pharmaceutical Industries Ltd. ADR, The New Fr…
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Now on Spotify Video! After facing early career setbacks and limited growth opportunities in corporate, Hala Taha turned to LinkedIn and podcasting to build her personal brand. By mastering content marketing and audience engagement, she rose to become a top LinkedIn influencer and podcast host, transforming her side hustle into a thriving media emp…
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Danny interviews Phil Rosen, co-founder and editor-in-chief of Opening Bell Daily. Phil shares his journey from being a travel blogger to becoming a renowned financial journalist. Despite his youth, Phil has a wealth of experience, having lived on three continents, authored two Amazon bestselling books, and being a Fulbright scholar. He talks about…
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Alfonso Peccatiello built a following of 500,000 on LinkedIn by doing something radical – by being a real, authentic human in the fund world. And that authentic social presence helped him close investment deals for his new hedge fund, Palinuro Capital. Alfonso’s story is proof that it pays to challenge the status quo and to put people (and connecti…
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Learn how ex-dividend dates determine which shareholders receive dividend payments by explaining the relationship between the record date, ex-dividend date, and how ownership timing affects dividend entitlement in stock investing. Today's Stocks & Topics: MO - Altria Group Inc., Market Wrap, MET - Metlife Inc., FIX - Comfort Systems USA Inc., How t…
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Tariffs are starting to feed into consumer prices; however, falling energy and food costs are offsetting the increase to some degree. In this episode of Research Recap, chief global economist Bruce Kasman and head of U.S. Inflation Strategy Phoebe White unpack the numbers from the July CPI report. Will we see further tariff pass-through in the comi…
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The water was 36°. Cold enough to make your skin burn. Cold enough that every nerve in your body screams, “Get out!” Last week, our leadership team didn’t just step in… we stayed in. And somewhere in the middle of it all, I realized something… That ice bath was teaching me the same thing that closes deals. Because flipping houses isn’t just about t…
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#633: Paul is worried the private equity investment he’s about to make could be a scam. How can he do his due diligence and stay protected when there’s a shortage of reliable information? Rob is questioning the purpose of a bond allocation in his eight-figure investment portfolio. Is he on to something, or is there a legitimate case to add them? Da…
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Thanks to its role in global finance and continued trust among central banks, experts agree the dollar remains firmly resilient as the world’s primary reserve currency. Today's Stocks & Topics: CMG - Chipotle Mexican Grill, Market Wrap, ABBV - Abbvie Inc., LECO - Lincoln Electric Holdings Inc., Is the U.S. Dollar Really on the Brink of Collapse?, S…
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In Episode 24 of The Rent-ish Podcast, Zach takes the lead in this week’s Proptology segment, where we spotlight one of the most iconic landmarks in American infrastructure, the Golden Gate Bridge. We explore its rich history, quirky real estate facts, surprising movie cameos, and the wild story behind how it almost ended up painted black and yello…
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The crypto market has accelerated in the past 48 hours, with Bitcoin breaking above 122,000 dollars and the total market cap rising roughly 2 to 3 percent to around 4.1 trillion dollars, placing BTC within about 1 percent of its all time high and lifting sector benchmarks broadly[3][7]. Ethereum pushed above 4,300 dollars, its highest since late 20…
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When the 2008 financial crisis nearly wiped out his freelance web design business, Nathan Barry began creating and selling digital products in search of more sustainable income. As his audience grew, he became frustrated with email tools that didn’t cater to creators like him. This frustration led to the creation of Kit, an email platform with over…
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Amid various concerns, a recent AARP survey has revealed that just 36% of Americans are confident in Social Security’s future—a 7-point drop since 2020. Today's Stocks & Topics: IAG - Iamgold Corp., Market Wrap, OKLO - Oklo Inc., Only 36% of Americans Are Confident About Social Security's Future. How Worried Should You Be?, MPAA - Motorcar Parts of…
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Your Next Raise is open for enrollment! ⁠https://affordanything.com/how-to-negotiate-your-next-raise #632: There are 10 conversations that a person should have at work in order to do a better job, have better relationships at work, and make more money. Melody Wilding, Professor of Human Behavior at Hunter College, joins us to talk about how you can…
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As a young neuroscientist studying brain health, Dr. Caroline Leaf was made to believe that the mind couldn’t change the brain. However, while treating traumatic brain injuries, she challenged this belief and spent decades researching neuroplasticity. Her groundbreaking work not only proved that the mind can rewire the brain, but that it can also d…
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Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan tackles the investment public's obsession with the Standard and …
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Thanks to historic economic advantages, baby boomers still control over half of U.S. wealth, but millennials are rapidly closing the gap through higher earnings, rising home equity, and smart investing. Today's Stocks & Topics: GD - General Dynamics Corp., Market Wrap, 401k Plan, Can Millennials Ever Catch Up to Boomer Wealth?, COP - Conoco Phillip…
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Tune in to hear: What transpired in the apocryphal conversation between JFK and a NASA janitor and what can we learn from this? Why is finding meaning in the mundane such an important part of living a fulfilled life? Why is chasing intrinsic fulfillment often much more fruitful than chasing monetary gain or career advancement? What psychological be…
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Investing your emergency fund may promise higher returns, but it puts essential savings at risk of loss and delayed access. Today's Stocks & Topics: IYH - iShares U.S. Healthcare ETF, Market Wrap, V - Visa Inc., Why You Shouldn’t Invest Your Emergency Fund, SCHW - Charles Schwab Corp, PYPL - PayPal Holdings Inc., Corporate Profits, SFM - Sprouts Fa…
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Danny Moses is joined by James Lavish, co-founder and co-manager of the Bitcoin Opportunity Fund. They discuss their shared views on macroeconomic issues such as unsustainable debt and the vulnerability of fiat currencies. James describes his journey from a Yale hockey player to a Wall Street trader and Bitcoin enthusiast. The conversation covers t…
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Success as a founder is about more than impressive AUM. It’s about maintaining autonomy and connnection. It’s about taking pride in what you do, the team you’ve built, and most importantly having fun along the way. Take it from today’s guest, Greg Dean, founder of global small-cap specialist firm Langdon Partners. In this episode, he and Stacy disc…
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As hyperscale AI models drive explosive growth in data‑center demand, tech giants like Google, Amazon, Microsoft and Meta are investing in novel energy strategies—from nuclear deals and renewable procurement to grid‑flexibility measures. Today's Stocks & Topics: QCOM - Qualcomm Inc., Market Wrap, STRL - Sterling Infrastructure Inc., How Big Tech Pl…
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Your Next Raise now open for enrollment! https://affordanything.com/how-to-negotiate-your-next-raise #631: Jason's analysis of his retirement plan shows that the simple path beats the efficient frontier. Is he right or is he missing something? Minerva is worried about the impacts of tax inefficiency to her wealth. Are her investments properly locat…
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