Best Simplify Asset Management Podcasts (2025)

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Keeping it Simple | Ep. 51: Everything Else Is Credit 59:38

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21d ago59:38

59:38

Dana Samuelson of the American Gold Exchange joins Michael Green and Harley Bassman for a review of gold.For more information, visit 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 to cl…

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S2E14-Equity Outlook for August 2025 | Axis Mutual Fund 9:22

6d ago9:22

9:22

In this special market outlook episode, Shreyash Devalkar (Head – Equity, Axis Mutual Fund) and Shalini Gautam (VP – Products, Axis Mutual Fund) discuss how the latest US tariff measures could influence the Indian equity market.By Axis Moneynomics - By Axis Mutual Fund

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S2E13-Monthly Fixed Income Outlook with Devang Shah | Axis Mutual Fund - August 2025 8:55

6d ago8:55

8:55

Devang Shah in conversation with Shalini Gautam on Fixed Income Market Outlook, covering RBI Monetary Policy and Opportunities in Long Duration BondsBy Axis Moneynomics - By Axis Mutual Fund

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AI, Politics & Your Money: Are You Truly Free? 29:31

12d ago29:31

29:31

✅ Get Your Personalized Holistic Financial Plan Click below to start your journey toward investing well and living freely. 👉 https://idawealth.com/holisticfinancialplanning/ Jason and Alex dive deep into the intersection of AI, politics, media influence, and your financial freedom. Are you making financial decisions based on truth—or sensationalism…

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Trusts in California: Avoid Probate & Protect Assets 20:47

19d ago20:47

20:47

Whether you live in California or elsewhere, understanding how a trust works can protect your assets, prevent costly probate, and ensure your wishes are honored. From successor trustees to buy-sell agreements for business owners, Jason and Alex share real-life stories — some tragic, some uplifting — that illustrate why planning ahead is critical. 💼…

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How EP Wealth Advisors Scaled to $32B Without Losing Its Soul 1:09:21

20d ago1:09:21

1:09:21

Some leaders double down on control as their firms grow. Brian Parker did the opposite—he fired himself. Why? Because he understood the job of building a business wasn’t the same as running it at scale. That one decision helped transform EP Wealth Advisors from a modest financial planning shop into a $32B firm with 20,000+ clients. But the real sto…

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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

28d 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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How to Raise Money-Smart Kids (at Any Age!) 31:59

28d ago31:59

31:59

Jason Labrum and Alex Klingensmith share how to align parenting strategies with financial education across the four major phases: Caretaker, Cop, Coach, and Consultant. From 529 plans to allowance systems and Roth IRAs, learn how to prepare your kids for a lifetime of smart financial decisions. Whether you have toddlers or teens, this episode gives…

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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

1M ago30:20

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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

2M 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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Keeping it Simple | Ep. 50: And Yet It Moves! 1:01:50

2M 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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Inside Gerber Kawasaki’s Growth Playbook: The Path to $3 Billion AUM 52:06

2M ago52:06

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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

2M ago33:22

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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

2M 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

2M 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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AI, Investing & Risks: What Smart Money Is Doing 25:43

2M ago25:43

25:43

Jason Labrum and Alex Klingensmith unpack the AI-driven wealth explosion, spotlighting where the real opportunities are—and the hidden dangers investors can’t afford to ignore. 💰 With Nvidia topping $3.8 trillion and AI fueling growth across sectors, now is the time to understand the shift, adjust your portfolio, and avoid costly mistakes. 📲 Connec…

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

2M ago10:00

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(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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Dry Powder: How to Invest in 2025 27:43

2M ago27:43

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Jason Labrum and Alex Klingensmith reveal why sitting on cash in 2025 might be a costly mistake. Discover how smart investors are using financial planning tools and alternative investments to take control and create financial freedom. What You’ll Learn: • Why 💵 cash is NOT king anymore • How 🧠 long-term investing beats market timing • When 🕒 cash i…

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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

2M 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

2M ago17:20

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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

3M ago13:38

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(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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

4M 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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Real Estate in 2025: Opportunity or Risk? 24:46

4M ago24:46

24:46

The real estate market is shifting—and not everyone understands how. In this episode of Financial Detox, Jason Labrum and Alex Klingensmith break down what's really happening across the real estate landscape, from single-family homes at all-time highs to commercial and multifamily properties that are facing serious headwinds. Whether you're already…

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

4M 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

4M 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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Tax Drag: The Hidden Cost Sinking Your Financial Performance 26:41

4M ago26:41

26:41

Join Jason Labrum and Alex Klingensmith as they expose the hidden tax mistakes costing investors real money—and how to fix them. This isn’t generic advice… it’s practical, high-impact strategy used by smart investors, business owners, and executives. 💡 In This Episode: 🔹What is Tax Drag and how it impacts long-term returns 🔹How to maximize gains wi…

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1: Ep 000 - Teaser Episode 2:57

4M 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

4M 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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Stop Overpaying Taxes! 7 Proven Strategies to Save BIG in 2025 26:31

5M ago26:31

26:31

In this value-packed episode of Financial Detox, Jason Labrum and Alex Klingensmith team up to tackle a topic that’s on everyone’s mind this time of year — TAXES! 🎯 Whether you're a business owner, executive, or high-income earner, you'll learn the 7 key tax strategies that could help you keep more of what you earn in 2025 and beyond. 🧠 What You'll…

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Markets in Chaos: What Tariffs, Trump & Emotions Mean for Your Investments 37:34

5M ago37:34

37:34

Jason Labrum and Alex Klingensmith dive deep into the chaos of today’s markets, unraveling the real impact of tariffs, behavioral finance, and long-term investment success. In this episode, recorded during a dramatic market drop, Jason and Alex deliver powerful insight on:✅ How to navigate market volatility without panic✅ What tariffs under the Tru…

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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

5M 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

5M 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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How to Build an Estate Plan That Actually Works 24:35

5M ago24:35

24:35

Whether you're just beginning to think about your legacy or you've already created a trust, this conversation offers actionable insights and expert advice to help you protect your wealth, your wishes, and your loved ones. 🏠 Don’t let your wealth become a burden or get lost in probate court. Learn how to create a plan that reflects your values and s…

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All Things Markets: Tesla, Tariffs & Turmoil 39:07

5M ago39:07

39:07

📈 What’s Inside This Episode:🔹 The Tesla stock controversy: Elon Musk, politics, and why Tesla matters to American investors🔹 Tariffs: Are they a threat or a benefit to the U.S. economy?🔹 Cognitive bias & echo chambers: How social media and news shape investor behavior🔹 Stock market valuations: Are we in bubble territory?🔹 International vs. U.S. st…

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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

5M 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

6M 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

6M 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

6M 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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This ONE Tax Strategy Could Add MILLIONS to Your Retirement! 25:16

6M ago25:16

25:16

In this episode, we’re diving deep into Roth conversions—a game-changing tax strategy that could potentially save you millions over your lifetime. 🔍 What You’ll Learn in This Episode: ✅ How Roth conversions work and why they can be so powerful ✅ A real-life client example that added $1.5M to their portfolio ✅ The impact of tax planning on your long…