Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Melanie Ahern Podcasts

show episodes
 
Artwork

1
Barely D&D

Barely D&D

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
If an everything bagel were a podcast, this would be it. Welcome to Barely D&D, A brand new tabletop Dungeons and Dragons podcast that you can listen to with your mom. We mix goofy roleplay with rich storytelling and will never learn what consequences are. Support us on Patreon! https://www.patreon.com/barelydnd
  continue reading
 
Artwork

1
Lead-Lag Live

Michael A. Gayed, CFA

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted by Melanie Schaffer each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Melanie Schaffer as she connects with prominent thought leaders for captivating discussions i ...
  continue reading
 
Artwork
 
Bagel Gabe (from the YouTube channel of the same name) has started his own podcast. He has a guest on every episode and pretty much talks about whatever the heck he feels like talking about. It's misc. talk that is entertaining, often funny, sometimes interesting, and always a good time!
  continue reading
 
Artwork

1
ResourcefulHDR

sally purcell

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Learn from insights, steal some strategies and discover different career paths that HDR candidates and graduates have followed. Important aspects of resourcefulness include being able to draw from knowledge and experiences, learn from others, be brave enough to ask for help & generous enough to provide it. The ResourcefulHDR podcast has been created for Researchers and prospective employers to show the value of a Higher Degree Research (HDR - PhD and M.Research) education - providing differe ...
  continue reading
 
Loading …
show series
 
Learn how professional traders use the collar strategy to protect against downside while keeping upside potential alive. In this session, Greg and Eric from Options Animal break down: How collars act as a dynamic “insurance policy” for your portfolio Why risk management matters more than stock picking Real trade examples with Apple & Nvidia How to …
  continue reading
 
Join me live as I sit down with Derek Yan, Director at KraneShares, to explore how the AGIX ETF is reshaping AI investing by giving everyday investors exposure to private AI unicorns like Anthropic and xAI—companies powering the foundation models behind the next wave of enterprise AI. In this expert-led discussion, Derek explains how AGIX combines …
  continue reading
 
In this episode of Lead-Lag Live, I sit down with Brandon Thor, CEO of Thor Metals Group, to challenge the narratives that have sidelined gold in modern portfolios. As gold hits fresh highs amid rate cut bets, soaring debt, and a weakening dollar, Brandon explains why less than 1% of investors actually hold it—and why that may be the biggest oversi…
  continue reading
 
"Why does it not stop?" Jaci Butler: YouTube, Instagram, TikTok Twitter: @barelydnd Instagram: @barelydnd TikTok: @barelydnd Our DM is Zachary Patton Craig is played by Mika Williams Gretta is played by Abby Lesage Bazz is played by Landon Williams Row is played by Jaci Butler Music Credits: https://docs.google.com/document/d/1dWU5Kwgsnppx6x3_C05l2…
  continue reading
 
The rolls may yet reverse Jaci Butler: YouTube, Instagram, TikTok Twitter: @barelydnd Instagram: @barelydnd TikTok: @barelydnd Our DM is Zachary Patton Craig is played by Mika Williams Gretta is played by Abby Lesage Bazz is played by Landon Williams Row is played by Jaci Butler Music Credits: https://docs.google.com/document/d/1dWU5Kwgsnppx6x3_C05…
  continue reading
 
During this webinar, Jay Hatfield, CEO of Infrastructure Capital, cuts through the noise around jobs revisions, Fed policy, and where investors should be positioning now. From outdated government data to the bond rally and the fate of small caps and REITs, Hatfield explains why the real risks are different from the headlines — and how investors can…
  continue reading
 
In this episode of Lead-Lag Live, I sit down with David Busch, CFA and Co-Chief Investment Officer at Trajan Wealth, to cut through the noise after Powell’s Jackson Hole speech and the latest inflation data. With CPI softening, PPI still hot, and Fed policy hanging in the balance, David explains how investors should think about rates, risk, and por…
  continue reading
 
In this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to separate narrative from data on non-U.S. and emerging markets. From index-construction quirks to the impact of a weaker dollar, Brendan lays out why headline EM returns can hide powerful growth — and how investors might be looking in the wro…
  continue reading
 
Words written in the blood we spill, which never we forget. Jaci Butler: YouTube, Instagram, TikTok Twitter: @barelydnd Instagram: @barelydnd TikTok: @barelydnd Our DM is Zachary Patton Craig is played by Mika Williams Gretta is played by Abby Lesage Bazz is played by Landon Williams Row is played by Jaci Butler Music Credits: https://docs.google.c…
  continue reading
 
From bad to worse. Jaci Butler: YouTube, Instagram, TikTok Twitter: @barelydnd Instagram: @barelydnd TikTok: @barelydnd Our DM is Zachary Patton Craig is played by Mika Williams Gretta is played by Abby Lesage Bazz is played by Landon Williams Row is played by Jaci Butler Music Credits: https://docs.google.com/document/d/1dWU5Kwgsnppx6x3_C05l2GWmbr…
  continue reading
 
In this episode of Lead-Lag Live, I sit down with William Rhind, Founder and CEO of GraniteShares, to dig into the firm’s YieldBOOST ETF lineup, a strategy designed to generate high weekly distributions by selling options on volatile assets like Tesla, Bitcoin, and Coinbase. We break down how these funds work, the real risks behind the high yields,…
  continue reading
 
In this episode of Lead‑Lag Live, I sit down with Seth Cogswell, Founding Partner and Portfolio Manager at Running Oak, to cut through the hype and examine what’s really underpinning today’s market momentum. From zombie companies to the staggering dominance of passive investing, Seth lays out how fundamentals no longer align with price—and why the …
  continue reading
 
Join this powerful and heartfelt panel discussion on how American veterans are stepping up to support Ukraine's fight for freedom. Featuring inspiring stories from Adam Kishleski, a retired Marine and CEO of MLB Outdoors, and Irina Vashchuk, founder of Revived Soldiers Ukraine, this video highlights the incredible resilience of Ukrainian soldiers a…
  continue reading
 
In this episode of Lead-Lag Live, I sit down with Paul Baiocchi, CFA, Head of Fund Sales and Strategy at SS&C ALPS Advisors, to explore the strategies shaping today’s ETF landscape. We dig into how ALPS differentiates itself in a crowded market, the role of innovation in fund design, and where investors should be looking for opportunities as flows …
  continue reading
 
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to talk about the biggest risks shaping markets right now — from sticky inflation to ballooning government debt. We dig into why markets may be underestimating the Fed, how high interest costs could push the U.S. closer to a debt crisis, and whet…
  continue reading
 
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts! Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the…
  continue reading
 
Rethinking Diversification: Alex Shahidi on Risk Parity and the 60/40 Problem In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-CIO at Evoke Advisors, to talk about why most portfolios aren’t nearly as diversified as investors think — and how risk parity aims to fix that. We dig into why the traditional 60/40 p…
  continue reading
 
In this episode of Lead-Lag Live, I sit down with Matthew Tuttle, CEO and CIO of Tuttle Capital, to talk about why the 60/40 portfolio no longer works — and how his HEAT formula helps investors adapt to today’s market realities. We dig into why bonds fail as a hedge, how AI is reshaping investing, and the thematic opportunities most people are miss…
  continue reading
 
Most investors believe they're diversified, but they're likely clinging to an illusion. As the Shiller PE ratio hovers at 38 – a level only seen during the tech bubble – historical patterns show future returns likely to be flat over the next five years. Brad Barry and Matt O'Brien from Dynamic Wealth Group challenge the conventional wisdom of diver…
  continue reading
 
Stepping beyond America's borders might be the smartest move for savvy investors right now. Phil Wool of Raliant Capital makes a compelling case for international equities—particularly emerging markets—at a time when U.S. stocks trade at historically high valuations. The numbers tell a striking story: U.S. equities currently command a Shiller-CAPE …
  continue reading
 
Discover why savvy investors are turning their attention to platinum in this comprehensive investment masterclass. Join our panel of precious metals experts as they break down: • The unique supply-demand dynamics making platinum increasingly valuable • How platinum compares to gold and silver in a diversified investment portfolio • Industrial appli…
  continue reading
 
In this episode of Lead-Lag Live, I sit down with Bruce Levine, COO and Head of ETFs at Astoria Portfolio Advisors, to talk about one of the biggest problems facing investors today — how to diversify out of concentrated stock positions without triggering massive tax bills. We dig into the upcoming launch of the LCOR ETF, built around the innovative…
  continue reading
 
In my first episode hosting Lead-Lag Live, I sit down with Richard McWhorter, Managing Partner at SRM Private Wealth, to unpack how he’s advising high-net-worth clients through today’s volatile market. We talk valuation risk, tariffs, and intergenerational wealth strategy — and why Richard is focused on preservation over prediction in a market full…
  continue reading
 
KraneShares’ Derek Yan joins me on Lead-Lag Live to break down the only U.S.-listed ETF that owns equity in private AI giants like X.AI and Anthropic — in partnership with REX Shares. This isn't just another tech fund. $AGIX is built for the AI age — giving investors rare exposure to the companies powering artificial general intelligence (AGI), inc…
  continue reading
 
Mark Mattson, founder of an $11.5 billion investment advisory firm managing wealth for 35,000 families, delivers a masterclass in separating investing truth from financial noise in this compelling conversation about wealth creation, market efficiency, and reclaiming the American Dream. Mattson cuts through the clutter of internet investment gurus w…
  continue reading
 
Sinister promises... Jaci Butler: YouTube, Instagram, TikTok Twitter: @barelydnd Instagram: @barelydnd TikTok: @barelydnd Our DM is Zachary Patton Craig is played by Mika Williams Gretta is played by Abby Lesage Bazz is played by Landon Williams Row is played by Jaci Butler Music Credits: https://docs.google.com/document/d/1dWU5Kwgsnppx6x3_C05l2GWm…
  continue reading
 
Tax strategies rarely generate genuine excitement, but the 351 exchange is proving to be the exception that financial advisors, investors with concentrated positions, and forward-thinking asset managers can't stop talking about. This little-known provision allows investors to contribute appreciated securities to create new ETFs without triggering t…
  continue reading
 
The financial world is plagued by misconceptions about the budget deficit, with both political parties incentivized to make our fiscal situation appear worse than reality. Diving into the actual numbers reveals a fundamentally different picture than what dominates headlines. Examining Congressional Budget Office projections shows they completely om…
  continue reading
 
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts! Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the…
  continue reading
 
We look like what we believe. Jaci Butler: YouTube, Instagram, TikTok Twitter: @barelydnd Instagram: @barelydnd TikTok: @barelydnd Our DM is Zachary Patton Craig is played by Mika Williams Gretta is played by Abby Lesage Bazz is played by Landon Williams Row is played by Jaci Butler Music Credits: https://docs.google.com/document/d/1dWU5Kwgsnppx6x3…
  continue reading
 
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts! Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the…
  continue reading
 
What if everything you thought about diversification was incomplete? In this eye-opening session, Brad Barrie of Dynamic Wealth Group challenges conventional wisdom about portfolio construction with a deliciously simple analogy: building an investment portfolio is like baking the perfect cookie. Most investors focus on finding either the best ingre…
  continue reading
 
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts! Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the…
  continue reading
 
It's all about dessert... Jaci Butler: YouTube, Instagram, TikTok Twitter: @barelydnd Instagram: @barelydnd TikTok: @barelydnd Our DM is Zachary Patton Craig is played by Mika Williams Gretta is played by Abby Lesage Bazz is played by Landon Williams Row is played by Jaci Butler Music Credits: https://docs.google.com/document/d/1dWU5Kwgsnppx6x3_C05…
  continue reading
 
Nostalgia's an amazing drug Jaci Butler: YouTube, Instagram, TikTok Twitter: @barelydnd Instagram: @barelydnd TikTok: @barelydnd Our DM is Zachary Patton Craig is played by Mika Williams Gretta is played by Abby Lesage Bazz is played by Landon Williams Row is played by Jaci Butler Music Credits: https://docs.google.com/document/d/1dWU5Kwgsnppx6x3_C…
  continue reading
 
The investment world is filled with overconfidence. We obsessively track our wins while conveniently forgetting our losses, leading most investors—even professionals—to achieve prediction accuracy barely above 50%. This sobering reality forms the foundation of a fascinating conversation about why predicting markets is so difficult and how diversifi…
  continue reading
 
A dreaded call... Jaci Butler: YouTube, Instagram, TikTok Twitter: @barelydnd Instagram: @barelydnd TikTok: @barelydnd Our DM is Zachary Patton Craig is played by Mika Williams Gretta is played by Abby Lesage Bazz is played by Landon Williams Row is played by Jaci Butler Music Credits: https://docs.google.com/document/d/1dWU5Kwgsnppx6x3_C05l2GWmbr-…
  continue reading
 
Alternative investments are no longer just for institutional players and ultra-wealthy individuals. As Henry Yoshida reveals in this eye-opening conversation, everyday investors are increasingly allocating portions of their retirement accounts toward private investments outside the traditional stock and bond markets. Yoshida, a 23-year CFP veteran …
  continue reading
 
The global investment landscape is shifting as international markets gain momentum despite lingering trade tensions. After years of US stock dominance creating stretched valuations, investors are increasingly looking abroad for more reasonably priced opportunities with similar growth potential. Phil Wool, Chief Research Officer at Rayliant, makes a…
  continue reading
 
The market climbs relentlessly higher while uncertainty looms on every horizon. Is this sustainable? Seth Cogswell of Running Oak draws compelling parallels between today's investment landscape and the bubble of 2000, where a handful of companies drove index returns while numerous others languished in the shadows. We're living through what historia…
  continue reading
 
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts! Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the…
  continue reading
 
Now that's an everything bagle Jaci Butler: YouTube, Instagram, TikTok Twitter: @barelydnd Instagram: @barelydnd TikTok: @barelydnd Our DM is Zachary Patton Craig is played by Mika Williams Gretta is played by Abby Lesage Bazz is played by Landon Williams Row is played by Jaci Butler Music Credits: https://docs.google.com/document/d/1dWU5Kwgsnppx6x…
  continue reading
 
What happens when the investment playbook that worked for the past decade suddenly stops working? In this eye-opening discussion with Paul Baiocchi, Chief ETF Strategist at SS&C Alps Advisors, we explore the compelling case for looking beyond the S&P 500 and its dominant mega-cap tech stocks. The conversation centers on one of the most overlooked m…
  continue reading
 
The tell tale heart, ere it beats Jaci Butler: YouTube, Instagram, TikTok Twitter: @barelydnd Instagram: @barelydnd TikTok: @barelydnd Our DM is Zachary Patton Craig is played by Mika Williams Gretta is played by Abby Lesage Bazz is played by Landon Williams Row is played by Jaci Butler Music Credits: https://docs.google.com/document/d/1dWU5Kwgsnpp…
  continue reading
 
I want it, oh so bad Jaci Butler: YouTube, Instagram, TikTok Twitter: @barelydnd Instagram: @barelydnd TikTok: @barelydnd Our DM is Zachary Patton Craig is played by Mika Williams Gretta is played by Abby Lesage Bazz is played by Landon Williams Row is played by Jaci Butler Music Credits: https://docs.google.com/document/d/1dWU5Kwgsnppx6x3_C05l2GWm…
  continue reading
 
The quest for true portfolio diversification often feels impossible in today's market environment. When volatility strikes, traditional "alternatives" tend to move in lockstep with equities, undermining their diversification benefits. But what if there existed an asset class with genuine structural independence from equity markets? Enter the carbon…
  continue reading
 
La cucaracha, la cucaracha... Jaci Butler: YouTube, Instagram, TikTok Twitter: @barelydnd Instagram: @barelydnd TikTok: @barelydnd Our DM is Zachary Patton Craig is played by Mika Williams Gretta is played by Abby Lesage Bazz is played by Landon Williams Row is played by Jaci Butler Music Credits: https://docs.google.com/document/d/1dWU5Kwgsnppx6x3…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play