Best CAIA Podcasts (2025)

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Brad Knapp, CFA, CAIA, President and CEO of Clearstead 36:16

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9d ago36:16

36:16

Today we’re joined by Brad Knapp, CFA, CAIA, President and CEO of Clearstead. Brad began his career in banking, then moved into wealth management at Hawthorn right as the Global Financial Crisis was unfolding. From there, he’s played a key role in the evolution from Hartland to Clearstead, as the firm expanded from its institutional roots into a ma…

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EP190: How Carbon Real Estate Wins in Every Market Cycle - Michael Pouliot, CFA, CAIA 47:16

22d ago47:16

47:16

How do you scale from flipping houses to managing over $1B in workforce housing? Today, Michael Pouliot, CFA, CAIAs, shares his journey from digging trenches to leading a vertically integrated private equity firm. He breaks down the shift from BRRRR to large-scale multifamily, the power of operational efficiency, and why workforce housing in the So…

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EP193: From Hard Money to Industrial Wealth - Mike Zlotnik 48:07

1d ago48:07

48:07

Stop gambling with volatility and start investing with predictable, risk-adjusted returns. In this episode, Mike Zlotnik shares how he built a career in private credit and industrial real estate using disciplined underwriting and "margin of safety" investing. Get to know the strategies that create stable cash flow and long-term wealth. Key Takeaway…

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Family Wealth. PE-Backed Wealth Management. 39:43

3d ago39:43

39:43

For decades, wealth management was defined by proximity. Advisors, Families, relationships built on continuity. The industry scaled slowly because wealth is personal, and stewardship doesn’t lend itself easily to industrial logic. That assumption is now breaking. Over the past five years, the Registered Investment Advisor (RIA) industry has entered…

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EP192: One-of-a-Kind Financial Planning and Tax Diversification - Mike Milligan, CFP® 47:41

8d ago47:41

47:41

Want to build wealth without a one-size-fits-all plan? In this episode, Mike Milligan shares how personalized strategies and proactive tax planning can change the trajectory of your financial life. Plus, powerful stories behind his "one-of-a-kind" approach, lessons from family entrepreneurship, and why every dollar should have a purpose. Key Takeaw…

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The Data Behind the $Multi-Trillion Rise of Asset-Based Finance 37:22

9d ago37:22

37:22

As banks retreated after the financial crisis of 2007-2008, Private Credit filled in the gap. What started as a niche within private equity now operates like a global lending system. And it extends beyond corporate balance sheets, asset-based finance, the ability to lend against real, cash-generating assets is growing fast and offers countless oppo…

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Our 100th Episode 29:17

10d ago29:17

29:17

Welcome to our 100th episode! We're celebrating by introducing you to the SK Wealth team. Hear what makes each team member proud to do this work, their unexpected hobbies, and what drives their passion for helping clients. Get to know the people behind the plans. Don't forget to subscribe for more from the SK team!…

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EP191: The Psychology of Money and Legacy - Gino Barbaro 45:41

17d ago45:41

45:41

Can legacy and wealth truly go hand in hand? In this episode, investor and entrepreneur Gino Barbaro shares how he went from struggling restaurant owner to managing over 1,800 multifamily units and $450M in assets. Learn how to build a family business with intention, teach kids about money, and redefine wealth as a lasting legacy. Key Takeaways To …

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Finding Alpha in Distressed Debt | Dan Bird - EMEA Credit and Special Situations 37:39

16d ago37:39

37:39

I’ve been hoping to discuss special situations and distressed debt, one of the least hyped but most interesting areas of finance and credit for a while. Distressed debt investing requires a triple threat skillset: understanding legal frameworks, financial health, and industry landscapes. It offers unique diversification benefits, standing apart fro…

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Kevin Shea, CFA, BNY Mellon – AI: Investment Implications & Lessons from Late 90's 1:01:44

21d ago1:01:44

1:01:44

Kevin Shea is a Director/Senior Equity Strategist at BNY Mellon, where he focuses on individual security analysis, market structure, and emerging technologies—most notably artificial intelligence. Raised in a blue-collar household in Boston, Kevin learned the value of investing early and carried that discipline through Penn State University and int…

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Intentional Spending: Money as a Tool 15:07

26d ago15:07

15:07

This week, Mac and Jason discuss how to shift from saving to spending in retirement. They share practical strategies for intentional spending across family support, charitable giving, and personal enjoyment.

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EP189: How to Unlock Retirement Wealth Through Alternatives - Henry Yoshida, CFP® 46:47

1M ago46:47

46:47

Want to use your retirement funds to invest beyond the stock market? In this episode, Henry Yoshida, CFP®, shares how his fintech company empowers investors to use their IRAs and 401(k)s to invest in private assets, all while maintaining tax advantages. Learn how he modernized retirement investing and why today's investors must think beyond traditi…

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EP188: Buy the Dip: Multifamily Recovery and Passive Income for 2025 - Travis Watts 47:57

1M ago47:57

47:57

Ready to make your money work for you, without becoming a landlord? Travis Watts breaks down how limited partners build wealth through multifamily syndications. He shares lessons from his journey from single-family "DIY investor" to full-time LP, explains how rising rates reshaped the market, and why 2025 may be the perfect time to "buy the dip." T…

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Episode 58: Profiling Market Strength with Julius de Kempenaer, CMT 1:31:55

1M ago1:31:55

1:31:55

In this episode of Fill the Gap, Julius de Kempenaer, CMT shares the story behind the creation of the Relative Rotation Graph (RRG), a data visualization tool that revolutionized how investors analyze relative strength and momentum across sectors and asset classes. The conversation highlights the importance of not just identifying what to buy, but …

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EP187: How Tax Liens Create Double-Digit Returns - Brian Seidensticker 46:46

1M ago46:46

46:46

Want to earn 10–16% returns through real estate that others overlook? Brian Seidensticker breaks down how investors profit from tax liens, tax deeds, and untapped property opportunities nationwide. He shares his journey from aerospace engineer to leading a platform tracking 9,000+ auctions a year and managing $2.5B in assets, plus how accredited in…

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Open Enrollment 17:34

2M ago17:34

17:34

This week, Andrew and Mac break down how to use open enrollment as a financial planning opportunity. They cover what to look for in health, life, and disability insurance, and discuss how FSAs and HSAs can stretch your dollars further.

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Perth Tolle, Life & Liberty Indexes: Perth Tolle's EM Freedom Factor 50:04

2M ago50:04

50:04

In this episode of the Investors First Podcast, we sit down with Perth Tolle, founder of the Freedom 100 Emerging Markets Index (FRDM), now over $1.6B in assets. We explore her vision for how personal and economic freedom can shape global investment outcomes. Perth shares her journey from growing up in Beijing to moving to the U.S. at age nine, her…

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EP186: Defer, Defer, Die: The Power of 1031 Exchanges - Jon Hilley 48:13

2M ago48:13

48:13

Keep more of your profits and build wealth tax-deferred as Jon Hilley reveals how the 1031 exchange helps investors legally defer taxes while compounding their wealth. He shares insights from the cannabis industry and explains how Delaware Statutory Trusts (DSTs) are changing the game for passive investors. Dial in as he breaks down complex tax str…

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Archipel x CLVBS: Kike Mayor 1:03:12

2M ago1:03:12

1:03:12

Our buddy Kike Mayor, from Peru now in USA, dropped a super special set of colorful cuts, straight from a DJ set. Perfect to start the week, it can fit any moment of the day as it breezes its way into smooth or little intense, depending of your mood.By Archipel

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Episode 57: Sunil Garg, CMT 1:13:35

2M ago1:13:35

1:13:35

This episode of Fill the Gap features Sunil Garg, CMT, Chief Investment Officer at Lighthouse Canton in Dubai. Sunil discusses the integration of technical and fundamental analysis in global markets, with a particular focus on the current AI-driven bubble and the evolving financial landscape in the UAE and emerging markets. The conversation highlig…

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When Real Estate Results in Total Losses: the Weird Case of Yieldstreet (Willow Wealth) 40:07

2M ago40:07

40:07

In this solo episode, George Aliferis explores the complexities and risks associated with high-yield investment platforms, focusing on Yield Street, now rebranded as Willow Wealth. Through personal investigation and a detailed case study, he uncovers how Yieldstreet’s business model potentially leads to significant losses for investors, despite att…

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Episode 56: JC O'Hara, CMT 1:16:24

2M ago1:16:24

1:16:24

In this episode of Fill the Gap, JC O'Hara, CMT shares his journey from college to becoming Chief Technical Strategist at Roth Capital Partners, emphasizing the importance of combining technical and fundamental analysis for effective market strategy. He discusses lessons learned from surviving major financial crises, the value of timing in investin…

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Archipel x CLVB: Vlad Caia 2:01:08

2M ago2:01:08

2:01:08

It's with great honor that we managed to get Vlad Caia, renowned Romanian artist, to join our series of sets. What he prepared for us is special as he had Carte Blanche to propose something edgy and not straightforward. This exploration is what we were hoping for, and we were delighted with the results.…

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EP185: How Life Settlements Unlock Hidden Value in Insurance Policies - Rob Haynie 47:35

2M ago47:35

47:35

Most people don't realize their life insurance policy is an asset they can sell. Rob Haynie explains how seniors and business owners can tap hidden value in term and whole life policies. From cash surrender options to retained death benefits, he shares insider knowledge on how life settlements work, the 90-day process, and why fiduciary duty and tr…

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Archipel x CLVBS: Shango 1:23:34

2M ago1:23:34

1:23:34

Our friend from Montreal, originally from Quebec city, is a DJ producer with a deep curiosity for digging rare tracks. Happy to support friends, he loves to pick obscure music and strange tunes for his mixes, which makes them original and mind-warping.By Archipel

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Retirement Before and After 17:00

2M ago17:00

17:00

Mac and Andrew discuss the most impactful financial moves to make in the 6 months before and after retirement. Join them as they share seven practical steps for a smooth transition into your next chapter.

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Archipel x CLVBS: Jessie Calistri 1:02:54

2M ago1:02:54

1:02:54

From Los Angeles, Jessie drops us a superb DJ set for her first collaboration with the label. We have been following her previous podcasts and with a tight selection and eclectic groove collage that are fitting urban scapes as well as waterfront, beach vibes.By Archipel

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Archipel x CLVBS: Cosmide 1:11:07

2M ago1:11:07

1:11:07

Originally from France, Cosmide is now settled in Montreal and is a world traveler. Lucky enough to be a sound designer by day, he uses all his inspiration to make us dance and mentally travel.By Archipel

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Episode 55: Bob Minter, CMT, CFA, CAIA 1:17:32

2M ago1:17:32

1:17:32

This episode of Fill the Gap features Robert "Bob" Minter, CMT, CFA, CAIA, Director of Investment Strategy at Aberdeen Investments. Bob discusses his career path, the importance of combining technical and fundamental analysis in commodities investing, and his practical approach to market signals and risk management. Bob talks about how shifting glo…

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moox 1:02:38

2M ago1:02:38

1:02:38

Montreal based Moox is a producer and DJ that is passionate and devoted to music making. His influences are wide but always about deeper tones that requires introspection. His love for making people move pushes him to strive towards minimalism, yet dynamic. Photo by Martin Martz on UnsplashBy Archipel

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Echoes of ETFs: The Coming Fixed Income Revolution 36:04

2M ago36:04

36:04

We discuss the transformative developments in the fixed income market with Blake Lynch from IMTC. Advancements in cloud computing and automation are streamlining the traditionally manual processes associated with fixed income investments, allowing for customized portfolios at scale. This has made SMA wrappers (Separately Managed Accounts) a lot mor…

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EP184: Proven System for 300% + Returns in Land Investing - Mark Podolsky 48:02

2M ago48:02

48:02

Can you really build wealth from land nobody else wants? In this episode, Mark Podolsky, "The Land Geek," reveals how he turned burnout into over 6,000 land deals with returns of 300%–1,000%. Learn his system for finding sellers, flipping land, and creating passive income without tenants or toilets. Key Takeaways To Listen For The "neighbor letter"…

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Archipel x CLVBS: Youg Liveset 1:00:22

2M ago1:00:22

1:00:22

Our buddy Youg, originally from France but now based in Montreal, drops a live set with his latest explorations. With a background in electroacoustics, strong interest in field recordings, Youg combines it all in an original trip.By Archipel

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Episode 54: Stephen Suttmeier, CMT, CFA 1:06:48

2M ago1:06:48

1:06:48

This episode of Fill the Gap features Steve Suttmeier, CMT, CFA, Chief Equity Technical Strategist at Merrill Lynch. Steve shares his journey from aspiring medical student to technical strategist, discussing his experiences at major financial institutions and the evolution of his technical analysis approach. We explore current market dynamics, incl…

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Archipel x CLVBS: somebody3lse 1:11:00

2M ago1:11:00

1:11:00

Ally of the label, somebody3lse has incredible versatility in their sets, which can go from 80's rare gems to Drum and bass. For this set, the direction was more of a linear journey of beats and warm grooves.By Archipel

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Archipel x CLVBS: Vaelth 1:00:47

2M ago1:00:47

1:00:47

Hungarian, Vienna based artist Vaelth has contributed to the label's catalog with groovy, textured released before. Having him as a guest artist for this series gave us a chance to hear him in action, bringing elegance and wit to a dancefloor mood.By Archipel

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EP183: Why Self Storage Is the Best-kept Secret in Real Estate - Joe Downs 51:39

2M ago51:39

51:39

What do you do when a business fails, a market collapses, or an entire strategy dries up? For serial entrepreneur Joe Downs, the answer has always been reinvention. From bars and restaurants to mortgages, tax liens, distressed second mortgages, and now self-storage, he shares how he built wealth by leaning into niches within niches. Key Takeaways T…

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Archipel x CLVBS: Hooll 1:57:25

2M ago1:57:25

1:57:25

Our friend and local artist Hooll has been around for a while, managing to keep the minimal scene alike as a promoter and dropping sets for multiple genres. He shares a set of various colors, inspired by his trips and friends.By Archipel

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Brendan Anderson, Founder & Managing Partner of ScaleCo Capital 30:07

2M ago30:07

30:07

Today we’re joined by Brendan Anderson, Founder & Managing Partner of ScaleCo Capital. We kick things off with his jump from banking to buying his first company as we dig into what gave him the courage to make the move and how he made that first deal happen. From there, Brendan breaks down what ScaleCo looks for and how they partner with “lifestyle…

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Archipel x CLVBS: Daoust 1:36:47

2M ago1:36:47

1:36:47

Local DJ Daoust is a label friend who has been supporting Archipel for a long while. One of the few remaining who plays deep minimal techno in Montreal, he shares an exclusive, extended set.By Archipel

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Navigating Economic Uncertainty - Strategies for 2026 and Beyond 6:21

2M ago6:21

6:21

2025 has been a year of rapid policy changes and surprising market adaptations. In this episode, Matt reviews Q3 performance and shares our Q4 market outlook.

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Archipel x CLVBS: Dietmar 1:06:20

3M ago1:06:20

1:06:20

Dietmar brings his unique music that is an enigmatic exploration of rhythmical textures, spaced out percussion and mind warping bleeps.By Archipel

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Archipel x CLVBS: Marino live set 58:50

3M ago58:50

58:50

Marino's contribution to the label featured 2 ambient album, fully textured and rich in emotions. He prepared us a live set that is immersive and meditative.By Archipel

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Archipel x CLVBS: Tyler W 1:20:30

3M ago1:20:30

1:20:30

Tyler is a Montreal based artist, friend of the label and proposed a gorgeous set filled with smooth transition. It is both meditative and uplifting, with elegance and bright colors.By Archipel

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EP182: How Interval Funds Are Democratizing Alternative Investing - Kimberly Flynn, CFA 51:45

3M ago51:45

51:45

How can everyday investors access private equity, infrastructure, and private credit assets once reserved for institutions? Kimberly Flynn, CFA, to unpack how interval and closed-end funds are transforming access to alternatives. With over 25 years in finance and leadership experience, she shares insights on product innovation, performance fees, SE…

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Archipel x CLVBS: Léo Patt 2:02:24

3M ago2:02:24

2:02:24

By Archipel

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Archipel x CLVBS: Claire (live) 54:28

3M ago54:28

54:28

Long time label artist Claire drops a live set for our showcase. Equipped mostly with hardware gear, her set is slightly playful, totally hypnotic and shows her creative, flowing side.By Archipel

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Archipel x CLVBS: Jos Lok 1:02:53

3M ago1:02:53

1:02:53

Jos Lok has been contributing to the label for years but also been a close ally of Pheek on numerous projects. It was clear that we were expecting a sophisticated DJ set from him as well as good vibes.By Archipel

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Marty Bicknell, Mariner – A Private Wealth Shipwright in Kansas 48:09

3M ago48:09

48:09

Marty Bicknell is the CEO and founder of Mariner, a nationally recognized wealth advisory firm providing comprehensive financial solutions to individuals, families, and institutions. Under his leadership since founding the firm in 2006, Mariner has grown from a small startup into one of the largest registered investment advisory (RIA) firms in the …

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Archipel x CLVBS: Luminescu 59:50

3M ago59:50

59:50

Montreal based Luminescu is a talented artist and close friend of the label. His work is always pulling out incredible grooves and textures. This DJ set is a trip on all the influences behind the artist.By Archipel