Best Digital Asset Management LLC Podcasts (2025)

1
Tax Hacks That Won't Leave You Broke 43:26

Play Pause

3h ago43:26

43:26

Igor shares his expertise on financial planning tailored specifically for creative professionals and freelancers, addressing the unique challenges they face without traditional employment structures. He breaks down four critical areas where self-employed individuals need focused attention: managing irregular income, choosing appropriate business en…

1
Breaking Down Bad Social Media Financial Advice 43:40

4h ago43:40

43:40

Investment decisions should always be contextual, reflecting individual circumstances, goals, and values rather than following generic advice from social media. One person's ideal investment could be completely inappropriate for another depending on their financial situation, risk tolerance, tax position, and time horizon. • Investing isn't one-siz…

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You can't eliminate risk, only decide which ones to take 37:18

20d ago37:18

37:18

Risk functions like energy—it cannot be created or destroyed, only converted from one form to another, which means you're always choosing which risks to take rather than eliminating risk entirely. • Risk does not equal return—it equals the possibility of more return • Standard deviation and volatility metrics capture only one dimension of risk • "S…

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137: Taking Charge of your Future and Protecting Your Assets with Lauren Foundos and Britany Geautreau 42:36

15d ago42:36

42:36

Elisabeth Embry talks with Lauren Foundos, founder of Forte, and Britany Geautreau, Vice President of Investment Advisory Services at Clarity Capital LLC. Brittany is a Seattle native, who went on “life’s adventure” to Southern California and worked in our Newport Beach office until 2016. That year, she moved back to her home state of Washington to…

1
Your money should reflect your values, not random social media advice 44:04

25d ago44:04

44:04

Investment decisions should always be contextual, reflecting individual circumstances, goals, and values rather than following generic advice from social media. One person's ideal investment could be completely inappropriate for another depending on their financial situation, risk tolerance, tax position, and time horizon. • Investing isn't one-siz…

1
Endowments and Foundations: The Future of Charitable Giving w/ Bahman Mirzaee 17:24

17d ago17:24

17:24

Hear from Tanya Suba-Tang and Bahman Mirzaee as they discuss the current challenges and opportunities facing endowments and foundations within the investment landscape. Mirzaee, in his capacity as a principal at Mercer, delineates the various types of organizations that fall under the purview of endowment and foundation management, including educat…

1
The Real Cost of Franchise Ownership 1:03:06

1M ago1:03:06

1:03:06

Success in business depends on investing in people emotionally, personally, and financially—they don't appear out of thin air and aren't free. Measuring performance is the key to accelerating improvement and business growth. • Mark's journey from McDonald's crew member at age 14 to owning 18 franchise locations • McDonald's financial requirements: …

1
Why Bitcoin's Scarcity Is Actually Its Greatest Flaw 1:16:06

1M ago1:16:06

1:16:06

Mike Green offers a compelling critique of Bitcoin, revealing how its artificial scarcity creates a system that fundamentally concentrates wealth and power while undermining economic mobility for future generations. • Bitcoin's fixed supply of 21 million coins creates a permanently deflationary environment that makes debt-based economic activity im…

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Decoding Digital Currency | Gold Standard of the Digital Age 1:06:26

2M ago1:06:26

1:06:26

We explore the fundamental aspects of Bitcoin and why it represents a technological advancement in the concept of money. Our discussion ranges from the history of currency to the mechanics of Bitcoin mining, highlighting how Bitcoin's fixed supply addresses the inflationary problems of fiat currencies. • Bitcoin's primary appeal lies in its fixed s…

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Using Insurance to Build Wealth 26:09

2M ago26:09

26:09

Ever wonder why insurance feels like such a drain on your finances? In this eye-opening episode, we break down the "insurance review season" and reveal how properly structured coverage isn't just a necessary evil—it's a strategic wealth-building tool. Most people overlook critical gaps in their coverage while simultaneously overpaying for protectio…

1
DAM IoT hardware and News 1:23:16

2M ago1:23:16

1:23:16

Don't worry the DAM Pod didn't go anywhere. Mike updates us on the herd, Kevin has a new member to the DAM fam, and Rohit struggles with audio problems.

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Your Family's Financial Safety Net: How to Calculate the Right Life Insurance Coverage 54:55

2M ago54:55

54:55

Life insurance seems straightforward until you encounter the barrage of influencers promising it's your ticket to financial freedom and market-beating returns. These misrepresentations have led many into financial disasters we've witnessed firsthand at our firm. The truth is much simpler: life insurance creates financial protection when you're no l…

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The Investment Strategy Used by Hedge Funds to Reduce Risk 41:21

2M ago41:21

41:21

What lies beyond the Hollywood portrayal of hedge funds? Discover the surprising truth about these sophisticated investment strategies that have traditionally been reserved for the world's largest institutional investors. Bob Elliott, former Bridgewater Associates executive who helped manage the world's largest foreign exchange book, pulls back the…

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Markets Don't Always Go Up, But Good Investments Eventually Will 1:05:29

3M ago1:05:29

1:05:29

The passive investing revolution has transformed financial markets over the last decade, but at what cost? In this thought-provoking conversation, portfolio manager Seth Cogswell challenges conventional wisdom and examines the hidden risks lurking beneath the surface of today's market structure. When everyone piles into the same stocks through inde…

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Contractor Red Flags: Avoiding Financial Disaster at Home 41:54

3M ago41:54

41:54

Is hiring the cheapest contractor putting your home—and net worth—at risk? In this episode, master electrician James Martin of Mr. Sparky Electric exposes the hidden dangers of cutting corners on home repairs. Discover how one homeowner’s attempt to save money led to a near-disastrous electrical fire, and learn why unlicensed or uninsured contracto…

1
DAM Paranoia and Baby Buddy 44:28

3M ago44:28

44:28

Summary: In this engaging conversation, the hosts discuss personal life updates, including family milestones, and delve into various tech projects, particularly focusing on the integration of BabyBuddy with Home Assistant. They explore the challenges of using Ansible for automation, innovative solutions for baby monitoring, and the implications of …

1
Mortgage Expert Reveals Tips for Lowering Your Payment 48:54

3M ago48:54

48:54

Ever wondered what actually happens to your mortgage after you sign those closing papers? The answer might surprise you. Your home loan embarks on a fascinating journey through financial markets that few borrowers ever see or understand. In this eye-opening conversation with Rob Alphin, a 32-year mortgage industry veteran, we pull back the curtain …

1
How Private Money Creates Real Estate Opportunities 56:37

3M ago56:37

56:37

Private money lending offers unique opportunities for real estate investors, focusing more on property equity than borrower qualifications. This approach fills gaps left by traditional banks that avoid short-term loans due to early payoff penalties and compliance burdens. • Private lenders are equity-based, primarily concerned with whether sufficie…

1
DAM AI, n8n, LLM Vision 1:02:46

3M ago1:02:46

1:02:46

In this conversation, Rohit Arora and the host discuss the evolution of home labs, networking, and the integration of AI into personal projects. They explore the challenges and innovations in AI workflows, emphasizing the importance of data privacy and ownership in the age of AI. The discussion also touches on the future of AI in everyday life and …

1
What's Really Happening in Real Estate Today 59:28

3M ago59:28

59:28

Rob MacFarlane and Branden dig into the reality of today's housing market. • National housing inventory is rising but still below historical averages at around 4 months (traditional balanced market is 6 months) • The "lock-in effect" from low interest rates is gradually diminishing as life events force moves regardless of rates • New home construct…

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Navigating the Complex Landscape of Tax Liens and Deeds in Real Estate Investment 1:03:33

4M ago1:03:33

1:03:33

Brian Seidensticker and Kiah Hochstetler discuss how they built Mount North Capital, a Last Best Partners portfolio company, into a data-driven, technology-enabled real estate investing platform that enables passive real estate investors to access the tax sale investment marketplace. The firm has strategically positioned itself to capture opportuni…

1
When Do You Actually Need a Financial Advisor? 50:59

4M ago50:59

50:59

Financial planning is more accessible than ever before, with technological advancements making quality advice available to everyday people rather than just the ultra-wealthy as in decades past. • Life events like marriage, divorce, inheritances, and passing away often trigger the need for financial guidance • Starting conversations with advisors ea…

1
Why the Next Market Cycle Could Finally Favor Mid and Small Caps 32:25

4M ago32:25

32:25

Deregulation might be the most underappreciated market catalyst on the horizon. While headlines fixate on tariffs and tax policy, the potential reduction of regulatory burdens could unleash a wave of growth for America's small and mid-sized companies that have languished in the shadow of mega-cap dominance. The burden of regulation falls disproport…

1
Postiz, Web3, DAM Basics 52:18

4M ago52:18

52:18

While struggling to get through problems ranging from crashing recording software and late amazon packages, Mike and Kevin manage to talk about: Social media management tools with Postiz taking the lead. Initial reactions to Brave's Web3 announcement. An update on herd and previous topics. Some tips for beginners and up Some more of what to expect.…

1
Insights into International Equity Strategy 22:00

4M ago22:00

22:00

Send us a message! In this episode of Financial Perspectives, Tanya Suba-Tang sits down with Ken Ryan, CFA—Portfolio Manager of the Parnassus International Equity Fund. Together, they explore the evolving landscape of global equity investing and how a values-driven approach can uncover opportunity in unexpected places. Ken shares insights from his …

1
When Buyers Don't Care About Value: How Passive Money Distorts Everything 1:27:35

4M ago1:27:35

1:27:35

The passive investing revolution has fundamentally changed market structure by making markets highly inelastic - small changes in supply and demand create large price movements, especially in the largest stocks. • Passive strategies like index funds don't evaluate price or value - they simply buy when receiving cash and sell when cash is demanded •…

1
Rising Interest Rates Are Squeezing Commercial Real Estate Profits 44:47

4M ago44:47

44:47

The commercial real estate world is experiencing seismic shifts as developers struggle to make new projects pencil out in today's challenging economic environment. At the heart of this evolution is the drive-thru retail sector, where experts like Chris Hatch have spent decades perfecting the delicate balance between land costs, construction expense…

1
The First DAM Episode 1:06:33

4M ago1:06:33

1:06:33

In the inaugural episode of the DAM Software Podcast, hosts Kevin Riordan and Mike McGuire delve into the world of digital asset management, networking, and self-hosting. They discuss the revolutionary impact of Tailscale and WireGuard on networking, the challenges and benefits of integrating Home Assistant, and the innovative uses of NFC technolog…

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Avoid Budget Battles With Your Partner 31:05

5M ago31:05

31:05

Ever wonder why money arguments with your partner feel so much bigger than the actual dollars involved? Marriage and family therapist David Jones reveals the powerful emotional undercurrents that drive financial conflicts in relationships. Jones introduces a compelling metaphor: money disagreements are merely visible waves on the surface, while ben…

1
Transparent Protection: How Buffered ETFs Change the Investment Game 33:16

5M ago33:16

33:16

The investment world has long been divided between growth-seeking equity exposure and safer, income-producing alternatives. But what if you could bridge this gap with a strategy that offers downside protection while maintaining meaningful upside potential? Enter buffered ETFs – innovative investment vehicles that are challenging traditional risk ma…

1
From IPO to Liquidity: The Evolution of Secondary Markets 16:11

5M ago16:11

16:11

Send us a message! The private secondary market has transformed from informal, ad-hoc deals to a sophisticated $3 trillion asset class. In this episode, Jack Cassel, Senior Vice President and Head of Listings at Nasdaq, joins host Tanya Suba-Tang to unpack how private companies, employees, and investors are navigating liquidity needs long before IP…

1
Who Gets Your Stuff? The Documents That Speak When You No Longer Can 28:53

5M ago28:53

28:53

Your estate plan isn't complete when you sign those documents – it's just beginning. After working intensively with clients on estate planning this quarter, we've uncovered the critical gaps between having legal documents and having an effective estate plan that actually works when needed. Most people believe estate planning begins and ends with an…

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Portfolio Construction in a Volatile Market 52:18

5M ago52:18

52:18

The investment landscape is transforming before our eyes, and old paradigms simply won't cut it anymore. In this conversation with Paisley Nardini, we dive deep into what modern portfolio construction really means in today's volatile market environment. Paisley brings her institutional expertise to bear on questions every investor is asking: Is the…

1
Ready to Take Control of Your Tax Situation? 30:14

6M ago30:14

30:14

The frustration is all too familiar—you're sitting with your tax professional in March, desperately asking what can be done to reduce your tax bill, only to hear those dreaded words: "It's too late." Explore the critical difference between tax filing and tax planning, revealing why waiting until tax season is a costly mistake. We explore the realit…

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Unlocking Value in Phoenix's Multifamily Sector: A Discussion with WhiteHaven's Ben Leybovich 1:03:11

6M ago1:03:11

1:03:11

The podcast episode serves as an in-depth exploration of the multifamily investment landscape in Phoenix, featuring insights from Ben Leybovich, co-founder of WhiteHaven. The discussion commences with a contextual overview of Phoenix as a compelling MSA for multifamily investments, emphasizing the city's exponential population growth and the result…

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CHATS: Impact Investing: Reshaping Private Markets 37:07

5M ago37:07

37:07

Send us a message! On this CHATS segment of the "Financial Perspectives" podcast, William Reynolds hosts a dynamic conversation with Josh Hile - CEO of Citizen Mint - as they explore how impact investing in private markets is transforming the investment landscape by delivering competitive financial returns while addressing critical global challenge…

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Navigating Uncertainty and Allocating Strategically in Volatile Markets: The Importance of Private Credit in Portfolio Optimization 56:21

6M ago56:21

56:21

This timely ATLalts podcast episode highlights the multifaceted landscape of private credit and alternative investment solutions, with a particular emphasis on the strategic considerations necessary for optimizing portfolio allocations in an increasingly volatile market environment. Our guest, Brook Scardina, Managing Partner - Capital Markets & In…

1
Unlocking Venture Growth Equity in AI: Al Tarar and Rizwan Muhammad of Quartus Capital Partners 58:38

6M ago58:38

58:38

This episode of ATLalts features an AI focused conversation with the founders of venture growth equity firm Quartus Capital Partners, co-led by Founder, Managing Partner, and CIO, Al Tarar and Partner, Rizwan Muhammad. Quartus invests in growth-stage AI and technology ventures and aims to transform them into market leaders by applying extensive gro…

1
Are You Ready for the New Economic Reality? 48:01

6M ago48:01

48:01

The investment landscape is changing fundamentally, and Jim Bianco of Bianco Research is here to prepare us for what's ahead. Forget the market euphoria of recent years – we're entering what Jim calls the "4-5-6 market," where cash returns 4%, bonds 5%, and equities just 6%. This shift isn't merely a temporary correction but reflects deep structura…

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Risk: A Fundamental Force That Shapes Our World 1:16:30

6M ago1:16:30

1:16:30

What do bridge engineers and portfolio managers have in common? A whole lot more than you might think. In this fascinating philosophical exploration, structural engineer Trevor Gardner joins us to uncover the striking parallels between engineering risks and financial risks. Trevor reveals how engineers approach earthquake design with remarkably lim…

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Navigating the Great Wealth Transfer: Reshaping Wealth Management 13:20

6M ago13:20

13:20

The Great Wealth Transfer will move $124 trillion by 2048, according to recent data from Cerulli Associates. But the most revolutionary aspect? Women will inherit approximately 70% of this unprecedented wealth transfer. Sylvia Kwan, PhD, CFA, CAIA - CEO and CIO of Ellevest - breaks down this seismic shift during our conversation, revealing that $54…

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The Burden & High Costs of Long-Term Care 39:59

6M ago39:59

39:59

The uncomfortable truth about aging is that many of us will require significant assistance in our final years—yet few have adequately prepared for this reality. In this deeply personal and practical discussion, a father-son financial advisory team shares their firsthand experiences with various long-term care situations, from self-funded home care …

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Maximizing Returns: The Strategy of Return Stacking 55:12

7M ago55:12

55:12

Corey Hoffstein breaks down the strategy of "return stacking," which allows investors to maintain core portfolio exposure while adding diversifying alternative investments on top without the traditional funding problem. The concept revolutionizes portfolio construction by using capital efficiency to potentially enhance returns and reduce overall ri…

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Navigate and Tackle IRS Challenges 1:01:33

7M ago1:01:33

1:01:33

Tax debt can seem like an insurmountable obstacle, but it doesn't have to be. In our latest episode of the Du Charme Wealth Management Podcast, we navigate the complexities of tax debt resolution with expert Morgan Anderson, an enrolled agent with decades of experience in tax debt settlement. Together, we unpack the various barriers taxpayers face …

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Converting Motels Into Apartments 1:23:29

7M ago1:23:29

1:23:29

Kevin Kennedy shares his unconventional approach to real estate by converting dilapidated motels into affordable housing. He discusses his journey, unique investment strategies, past experiences—including a humorous encounter on Judge Judy—and the importance of understanding zoning laws and property management. • Kevin's transition from merchant ba…

1
Beyond Emerging Markets: Frontier Opportunity in Africa with Richard Rikoski, PhD 14:27

7M ago14:27

14:27

Send us a message! Uncover the promising realm of frontier markets in our latest podcast episode! As traditional investment avenues become saturated, Africa begins to shine as a viable option for investors looking for growth and opportunities. This month’s Financial Perspectives episode reveals how demographic shifts, economic growth, and political…

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Retirement Accounts: Approaching Tax Season 43:22

7M ago43:22

43:22

We explore the intricate landscape of retirement accounts, emphasizing the importance of understanding 401(k) and IRA benefits, tax treatments, and contributions. Our discussion highlights essential strategies for effective retirement planning and the flexibility of various account types, encouraging listeners to take proactive steps in their inves…

1
Ease the Burden of Student Loans 33:37

7M ago33:37

33:37

Student loan repayment with Emma Crawford, a certified financial planner who specializes in student loan strategies. Emma guides us through the often-confusing terrain of federal student loans, revealing crucial insights into various repayment options like direct repayment, public service loan forgiveness, and income-driven repayment forgiveness. L…

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CHATS: Navigating Careers in Finance: Transitioning to Investor Relations 48:12

7M ago48:12

48:12

Send us a message! On this CHATS segment of the "Financial Perspectives" podcast, Walter Pritchard shares his remarkable career pivot from chemistry to finance, exploring the critical decisions that shaped his career path and the skills needed for successful transitions. In our conversation, Walter offers valuable insights on the differences betwee…

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3 Things You Can Do To Prepare For A Smoother Tax Season 47:40

8M ago47:40

47:40

Turn tax season from a dreaded chore into a smooth, stress-free experience with insights from Grayson Tracy, a seasoned CPA from Savage Esplin & Radmall. Grayson shares his expert advice on overcoming common hurdles like disorganized records and last-minute rushes, and outlines strategies for building a productive relationship with your accountant.…