Best Simplify Asset Management Podcasts (2025)

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

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15d ago1:01:50

1:01:50

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

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

6m ago29:52

29:52

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

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

10d ago30:20

30:20

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

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

14d ago59:04

59:04

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

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

23d ago52:06

52:06

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

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

24d ago33:22

33:22

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

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

29d ago11:13

11:13

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

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

28d ago14:00

14:00

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

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

1M ago10:00

10:00

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

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

1M ago32:48

32:48

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

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

2M ago10:16

10:16

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

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

1M ago17:20

17:20

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

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

2M ago13:38

13:38

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

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

2M ago41:25

41:25

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

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

2M ago1:04:22

1:04:22

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

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

2M ago9:41

9:41

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

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

2M ago16:50

16:50

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

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

2M ago57:51

57:51

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

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

2M ago44:51

44:51

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

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

2M ago18:32

18:32

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

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The Future of Medicine: How Robotic Surgery is Revolutionizing Healthcare with Dave Saunders 1:14:37

3M ago1:14:37

1:14:37

Send us a text Surgical robotics stands at the fascinating crossroads of cutting-edge technology and life-saving medical innovation. Dave Saunders, a seasoned technology leader with three decades of experience spanning from early internet protocols to modern surgical robotics, takes us deep into this revolutionary field. The stakes couldn't be high…

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Keeping it Simple | Ep. 48: The Forbidden Question — What’s Going on With China’s Trade Surplus? 1:13:17

3M ago1:13:17

1:13:17

Brad Setser shares his detective skills with Michael Green and guest host Christopher Getter, Portfolio Manager and Emerging Markets Strategist. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact [email protected]. Simplify Asset Management Inc. is a Registered Investment Adviser. Advis…

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Capstone's Mathew Gilbert on navigating Trump 2.0, and the regulatory changes needed to drive "tangible" growth in the UK and EU 27:05

3M ago27:05

27:05

Today’s guest outlines how he expects financial services regulators in the UK and European Union to react to President Trump’s increasingly erratic policymaking. He details the regulatory changes he believes are needed to ensure the UK government achieves its growth mission and he highlights what Brussels must get right if the EU is serious about r…

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1: Ep 000 - Teaser Episode 2:57

3M ago2:57

2:57

Welcome to The Investor’s Lens, your go-to podcast for expert insights, actionable strategies, and deep dives into the world of mutual funds and investing. Powered by UTI Mutual Fund, this investor education podcast simplifies complex financial concepts, helping you make informed investment decisions. Whether you’re a first-time investor or a seaso…

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Governance expert Vera Cherepanova on why ethics and compliance professionals need a more influential voice in the boardroom, and the obstacles standing in their way 26:51

3M ago26:51

26:51

Today’s guest is on a mission to bring ethics and compliance to the top table. She explains why ethics and compliance professionals should be given a seat in the boardroom and what’s stopping them from getting there. She also discusses how businesses and their compliance executives can best navigate today’s increasingly fragmented regulatory enviro…

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TP ICAP's Nik Bunney on rethinking surveillance at the world’s largest interdealer broker and what the City needs from the FCA on non-financial misconduct 32:20

4M ago32:20

32:20

Today’s guest explains how the world’s largest interdealer brokers is rethinking its approach to surveillance. He outlines the benefits of adopting a more behaviourally led methodology to monitor financial services workers’ conduct, which he says provides a more holistic view of workplace culture when run alongside traditional surveillance. He deta…

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Keeping it Simple | Ep. 47: Are Interest Rates TooHig? Thoughts from Credit Markets 1:02:42

4M ago1:02:42

1:02:42

John Toohig of Raymond James joins Michael Green and Harley Bassman to discuss insights from the frontlines of credit markets. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact [email protected]. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are o…

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Melissa Gallagher, JP Morgan's EMEA head of compliance, on future-proofing the back office amidst technological and regulatory change 36:08

4M ago36:08

36:08

Today’s guest outlines how the compliance function, and those working within it, can best navigate today’s rapidly changing technological and regulatory environment. She discusses the industry's response to increasing regulatory scrutiny around surveillance as well as on bankers’ non-financial misconduct. And she explains why in amongst all the cha…

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Bitcoin, Institutions, and Market Structure: A Deep Dive with David Lawant 49:52

5M ago49:52

49:52

In this episode of Because of Bitcoin, Mauricio Di Bartolomeo sits down with David Lawant, Head of Research at FalconX, to break down how institutions are engaging with Bitcoin, the role of prime brokerages, and what market structure looks like for large-scale buyers. David shares his journey from growing up in Brazil during a period of hyperinflat…

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Alan Houmann, Citigroup's former government affairs head in Emea, on navigating rising populism and what not to do in response to "disturbing" government policies 29:27

5M ago29:27

29:27

Today’s guest outlines how he expects the rightward shift in global politics, from Trump’s resurgence to Europe’s own populist movements, is likely to reshape financial services regulation in the UK and EU. He discusses how bank lobbyists and policymakers can navigate these shifting tides, why the industry’s “disturbing” response to the US ban on f…

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Keeping it Simple | Ep. 46: With a Liquid Howell, She Cried More, More, More 1:00:41

5M ago1:00:41

1:00:41

Michael Green and Harley Bassman are joined by global macro expert Michael Howell to discuss the state of liquidity.For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact [email protected] Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered …

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Market Cycles, Peak Sentiment, and Bitcoin's Role in Global Finance with Ram Ahluwalia 42:17

5M ago42:17

42:17

In this episode of Because of Bitcoin, Mauricio Di Bartolomeo welcomes Ram Ahluwalia, Founder and CEO of Lumida Wealth, to discuss the psychology of markets, investment cycles, and Bitcoin's place in the broader financial system. Ram brings his deep expertise in asset management, banking, and alternative investments to unpack how investors can navi…

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London Stock Exchange CEO Julia Hoggett on the changes needed to boost the City and its capital markets 47:30

5M ago47:30

47:30

Today’s guest outlines why she believes the government’s efforts to boost the UK’s economic growth are more likely to succeed if they include a fundamental shift in how the City talks about its capital markets and a rethink of how the City’s regulators are incentivised to support the growth mission. She also discusses the remaining regulatory steps…

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5: Ep 005 - Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, sheds light on the role of SIPs 13:24

6M ago13:24

13:24

In this episode of PodTales, Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, sheds light on the role of SIPs(systematic investment plans) in maintaining financial discipline and how early investment helps you in: Planning and investing patiently for long-term future goals. Avoids future regrets by preparing for opportunities …

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Special episode: Smarsh's Kim Crawford Goodman and CallCabinet's Ryan Kahan on the regulatory trends set to shape communications surveillance in 2025 32:35

6M ago32:35

32:35

Today’s episode is a special one produced in association with Smarsh, a global technology firm providing financial services companies of all sizes around the world with the tools to capture, store, and monitor their communications. Today’s guests discuss the regulatory priorities they believe will have the greatest influence on financial institutio…

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Keeping it Simple | Ep. 45: Valentin Haddad — No Love For EMH 1:01:36

6M ago1:01:36

1:01:36

UCLA Associate Professor Valentin Haddad joins Michael Green and Christopher Getter to discuss his work on passive investing. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact [email protected]. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are on…

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FCA CEO Nikhil Rathi on his to-do list for 2025, the regulator's future, and life at the helm of the City watchdog 50:57

6M ago50:57

50:57

Today’s guest discusses the Financial Conduct Authority’s to-do list for 2025 and outlines what City firms should and should not expect from the regulator as it seeks to prioritise growth and competitiveness in the coming months. He details the challenges commensurate with this new approach that he would like lawmakers to be more aware of. He also …

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S2EP11-Aim to capture market momentum the easy way! 7:08

6M ago7:08

7:08

Surfing market waves isn’t that simple. You need to know how to pick the right stocks to make momentum work for you. Know about an easy way to access the momentum investing style with Hari and Vandana in this episode.By Axis Moneynomics - By Axis Mutual Fund

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Building Bridges: Bitcoin, Traditional Finance, and Crypto Wealth Management with Bryan Courchesne 47:53

6M ago47:53

47:53

In this episode of Because of Bitcoin, Mauricio Di Bartolomeo sits down with Bryan Courchesne, Founder and CEO of DAIM, the first registered investment advisor (RIA) focused on digital assets. Bryan shares his inspiring journey from the construction industry to Wall Street, and ultimately to pioneering crypto wealth management. They discuss the cha…

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IA's Chris Cummings calls on lawmakers and regulators to agree a 'common vision' with the investment management sector and outlines the rules that must be cut in the drive to boost UK growth 42:12

7M ago42:12

42:12

Today’s guest calls on the government and City regulators to agree a “common vision” with the investment management industry to better enable those working in the sector to generate long-term growth in the UK. He details the areas where he believes the Financial Conduct Authority “still needs to demonstrate that they have completely understood” the…

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Keeping it Simple | Ep. 44: Cosmic Latte 1:03:28

7M ago1:03:28

1:03:28

Leland Miller joins Michael Green and Harley Bassman to discuss what the China Beige Book reveals about the investment universe. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact [email protected]. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are…

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Redefining Bitcoin Security: Collaborative Custody and the Future of Self-Sovereignty with Nick Neuman 50:36

7M ago50:36

50:36

In this episode of Because of Bitcoin, Mauricio Di Bartolomeo welcomes Nick Neuman, the Co-founder and CEO of Casa, to discuss the evolution of Bitcoin self-custody, the benefits of collaborative custody, and how Casa simplifies Bitcoin security for individuals and businesses. Nick shares his journey from growing up in Kansas City to becoming a lea…

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4: Ep 004 - Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, explains how Systematic Investment Plans 14:52

7M ago14:52

14:52

Imagine a stormy night in a serene meadow: The mighty oak resists the wind but breaks; the flexible reed bends and survives. This timeless fable holds the key to smart investing. In the next episode of PodTales, Suresh Soni, CEO of Baroda BNP Paribas Asset Management, explains how Systematic Investment Plans (SIPs) embody this flexibility, helping …

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Using Data to Manage Risk with Henry Stott 36:18

8M ago36:18

36:18

In this episode of Because of Bitcoin, Mauricio Di Bartolomeo dives into the world of data-driven decision-making and risk analysis with Henry Stott. Henry’s career includes helping Tottenham Spurs with data-driven player selection, pioneering risk analysis models, and flagging FTX as a high-risk exchange months before its collapse. Learn how data …

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Keeping it Simple | Ep. 43: All the Wong Answers 1:01:58

8M ago1:01:58

1:01:58

Bloomberg Economics' Anna Wong has been nailing the data. Join Michael Green, CFA and Harley Bassman to discuss what she sees. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact [email protected]. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are o…

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Top 5 Growth Insights from Season 1 32:45

8M ago32:45

32:45

Wish you could hear all of the best insights on growth from some of the nation’s top leaders in one place? Well, strap in! Join us for a “greatest hits” collection from our season one conversations, where we share our five key takeaways on what it takes to be a growth leader. Connect with us: Meg Carpenter on LinkedIn Harpreet Ahluwalia on LinkedIn…

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Behavioural risk experts Dr. Wieke Scholten and David Grosse outline where the banking sector and its regulators are going wrong in their approach to managing their cultural concerns 35:16

8M ago35:16

35:16

Today’s guests explain where they believe banks and their regulators are going wrong in their efforts to “fix” the sector’s cultural issues. They detail how lawmakers, financial bosses and their supervisors can best ensure that ongoing and increasing efforts to loosen rules governing behaviour in the industry don’t lead to a repeat of previous bank…

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The Banana Zone with Raoul Pal 45:37

8M ago45:37

45:37

In this episode of Because of Bitcoin, Mauricio Di Bartolomeo sits down with expert macroeconomic investor Raoul Pal to discuss his illustrious career, Bitcoin’s role in global finance, and why liquidity cycles dictate market behavior. From Raoul's early career at Goldman Sachs to his groundbreaking work in educating the masses about macroeconomics…