Change your life by learning how to take back the the banking function in your life, and all the money you’ll recapture with it! Discover what it means to actually have full use, access, and control of your money.
…
continue reading
Tailwind Podcasts
This is Tailwind Marketing podcast, where we talk to other B2B marketing leaders and agency executives about how to grow our businesses profitably.
…
continue reading
A collection of short form audio updates weekly (The Tailwind Digital Minute) and longer episodic podcasts (The Tailwind Twenty) from the minds at Tailwind in Tempe, AZ. Get the latest updates in digital marketing trends, technologies and more.
…
continue reading
Tailwind Talks is a podcast for high-performing professionals who want to build serious real estate portfolios without leaving their careers. Hosted by an airline and military pilot turned investor, it dives into actionable strategies for scaling your real estate portfolio while balancing the demands of a full-time job.
…
continue reading
Tired of "expert" advice you're not sure if you can trust? Tailwind is an official Pinterest and Instagram partner, so the tips you hear will keep your accounts and your business growing. No "hacks," no "cheats," just solid advice that works. Hosted by Alisa Meredith, Marketing Manager at Tailwind and Jeff Sieh of Manly Pinterest Tips, we aim to make world class marketing easy for everyone.
…
continue reading
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
…
continue reading
The adventures of Matt Lawrence and Mike Karan through the world of web development, web design, and small business management. As web development agency owners for the better part of a decade, they’ve worked with all sorts of technologies, through the rise of responsive web design, the revolution of serverless computing, and the popularity gain of many no-code tools for small business owners. They commonly discuss foundational web development technologies like HTML, CSS, and JavaScript - in ...
…
continue reading
Welcome to an aviation podcast that caters to all aviation enthusiasts, ranging from pilots to airplane spotters. Our show covers a wide range of topics, including private pilot training, airline operations, and the latest aviation news. Our knowledgeable host, an experienced airline pilot with eight years of flying under his belt, is thrilled to share his own experiences and offer valuable advice to help you pursue your aviation dreams. We are here to support you on your journey, constantly ...
…
continue reading
Just me talking about whatever I'm working on or wrestling with, usually by myself, usually while I'm walking the dog.
…
continue reading
Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.
…
continue reading
Welcome to the Cash Value Solutions Podcast, where we shed light on little known money truths and teach you how to become your own banker. Our show focuses on financial education surrounding the Infinite Banking Concept. This is a cashflow management system that allows you to use your capital more efficiently and create a financial tailwind in your life.
…
continue reading
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
…
continue reading
Brief thoughts and insights from Caleb. Mostly on work. Mostly while drinking tea.
…
continue reading
Sue Wall Street digs into the scams, cover-ups, and corporate faceplants that Wall Street hopes you’ll ignore. From fraud and insider trading to the whistleblowers who called it out we break down how the powerful play the game and sometimes get burned. We’re not lawyers or accountants, so don’t take this as legal or financial advice. Go to ZLK.com for more on the case and follow us for the next corporate faceplant.
…
continue reading
A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
…
continue reading
LPL Financial Research team discusses current market trends and look ahead, sharing insightful projections on a weekly basis.
…
continue reading
Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors. Each week, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, joins our investment experts to analyse the market through the lens of sustainability. Alongside our weekly analysis, we'll also be releasing the Uncapped Impact Series, about impact investing, every few weeks. For more insights, visit Viewpoint: https://vi ...
…
continue reading
More than just your typical market analysis podcast, EFGAM'S CIO Moz Afzal goes Beyond the benchmark, delving into current topics and global trends with guests and experts from within EFG and further afield. The podcast is released fortnightly.
…
continue reading
“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy ...
…
continue reading
Today's health care industry is a high-stakes environment full of legal, policy, and regulatory-related obstacles. There are also tremendous opportunities, and in order to thrive, it is critical for executives, general counsel, and administrators to have a consistent pulse on trends and available business solutions. Subscribe to our health care podcast, Diagnosing Health Care, for thought-provoking, strategic insights from Epstein Becker Green attorneys and health care professionals.
…
continue reading
1
PeerView Immunology & Transplantation CME/CNE/CPE Audio Podcast
PVI, PeerView Institute for Medical Education
PeerView (PVI) is a leading provider of high-quality, innovative continuing education (CME/CE/CPE and MOC) for clinicians and their interprofessional teams. Combining evidence-based medicine and instructional expertise, PeerView activities improve the knowledge, skills, and strategies that support clinical performance and patient outcomes. PeerView makes its educational programming and expert-led presentations and symposia available through its network of popular podcast channels to support ...
…
continue reading
1
PeerView Immunology & Transplantation CME/CNE/CPE Video Podcast
PVI, PeerView Institute for Medical Education
PeerView (PVI) is a leading provider of high-quality, innovative continuing education (CME/CE/CPE and MOC) for clinicians and their interprofessional teams. Combining evidence-based medicine and instructional expertise, PeerView activities improve the knowledge, skills, and strategies that support clinical performance and patient outcomes. PeerView makes its educational programming and expert-led presentations and symposia available through its network of popular podcast channels to support ...
…
continue reading
Care Decoded is the go-to podcast for clinicians, health plan leaders, and quality champions navigating the evolving world of risk adjustment, value-based care, and smarter documentation. Hosted by Inferscience, this show takes you inside the workflows, decisions, and technologies that turn clinical complexity into clarity. From demystifying HCCs and RAF scores to decoding CMS changes and exploring the impact of AI, we help you understand the data behind every diagnosis. This show isn't abou ...
…
continue reading
The Air Line Pilot Podcast provides news and information for pilots to stay up to date on what is happening in their union and across the industry. Through discussions about labor relations, tips for pilots, and aviation news, the podcast brings together pilot leaders, industry experts, policymakers, and more to keep ALPA members informed. The Air Line Pilot Podcast is hosted by Capt. Jason Ambrosi and is a product of the Air Line Pilots Association, Int’l.
…
continue reading
Hosted by Steve Phipps of Wayfind Marketing, The Growth-Minded Marketing Podcast simplifies marketing for B2B CEOs ready to grow with confidence. Each episode offers real-world strategies, step-by-step coaching, and inspiring CEO interviews—all designed to help you align your marketing with your business goals, stop wasting time and money, and scale without the stress. If you’re a growth-minded leader tired of vague advice and underperforming tactics, this is your next step.
…
continue reading
Explore insights from Janus Henderson's investment teams and subject matter experts. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely. Past performance does not predict future returns. Investing involves risk, including the ...
…
continue reading
Welcome to Monkey Business Radio, the go-to podcast for aspiring entrepreneurs and small business owners who want to take their business from the ground up to a multi-million dollar success. Hosted by Rusty Dripedge and Dennis Siggins—better known on the Cape and Islands as Bobby Downspout—this show dives deep into the real-world strategies, hard-earned lessons, and fundamental truths behind building a thriving business from scratch. Each week, we cut through the noise of trends, quick-fix s ...
…
continue reading
Ben Orenstein interviews great programmers about their craft.
…
continue reading
Developer Experience is a podcast brought to you by Algolia. We chat with guests who build products for developers about their developer experience strategy, what it means for them and why it’s important.
…
continue reading
This show is a deep dive into data problems, solutions, and innovations disrupting the private markets.
…
continue reading
We talk to people who Aim High and Achieve. Insights into Productivity, Goal Setting, Dreaming Big and Achievement beyond what you think you are capable of!
…
continue reading
Welcome to the Best Ever CRE Show, the world’s longest-running daily COMMERCIAL real estate podcast. Founded by Joe Fairless, a co-founder of Ashcroft Capital who went from buying $35,000 homes to controlling more than $2.7 billion in real estate assets, the Best Ever CRE Show provides commercial real estate expert insights, education, and timely information to our community of active and passive investors who want to build wealth, build a legacy, and do more good in the world. So if you wan ...
…
continue reading
Interested in building your own SaaS company? Follow the journey of Transistor.fm as they bootstrap a podcast hosting startup.
…
continue reading
Host Eugene Borukhovich explores how non-molecular therapies and interventions can prevent, manage or even cure diseases. Learn about the rapidly evolving field of Digital Therapeutics, its history, the evolving regulatory and reimbursement frameworks, and the trailblazers creating and advancing this industry.
…
continue reading
A podcast for developers interested in building great software products. Every episode, Adam Wathan is joined by a guest to talk about everything from product design and user experience to unit testing and system administration.
…
continue reading
The only engineering podcast with a 2 drink minimum! Full stack developers Jared Palmer and Ken Wheeler have peer-to-peer conversations with world-class engineers about software development.
…
continue reading
1
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face ...
1:09:42
1:09:42
Play later
Play later
Lists
Like
Liked
1:09:42AGENDA: 03:48 Founder of the Year 2025 06:58 Product of the Year 10:05 Fund of the Year 20:52 Breakout Companies of 2025: Who Made the Biggest Impact? 26:57 Biggest Surprises of 2025 32:57 Predictions for 2026: Top Performing Tech Stocks of the Year 35:25 B2B Stocks to Watch 38:31 Why Salesforce Could Be the Buy of 2026 47:11 Google, Meta, Apple, N…
…
continue reading
1
How India’s Macro Tailwinds Are Fueling Its Aerospace & Defense Sectors | Andrei Stetsenko
1:19:52
1:19:52
Play later
Play later
Lists
Like
Liked
1:19:52This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Read about Indian Aerospace & Defense and sign up for Dispatches From India: https://www.gymkhanapartners.com/dispatches/major-sector-inflection-india-defense-and-aerospace Andrei Stetsenko, partner and…
…
continue reading
1
#078 $SFM’s Organic Illusion Sprouts' Stock Tanks After “Tailwind” Talk Wilts
7:50
7:50
Play later
Play later
Lists
Like
Liked
7:50Sprouts Farmers Market $SFM hyped consumer “tailwinds” and raised guidance in July then slashed forecasts three months later, triggering a 26% stock plunge in one day. In this episode of Sue Wall Street, Cassie and Bill dig into the class action lawsuit alleging misleading optimism, ignored internal data, and inflated growth projections. Perfect fo…
…
continue reading
1
Navigating Healthcare Interoperability: Tailwinds, Headwinds, and the Human Impact
49:19
49:19
Play later
Play later
Lists
Like
Liked
49:19Welcome back to Care Decoded! In this episode, host Dr. Sunil Nihalani, CEO of Inferscience, sits down with interoperability expert Brendan Keeler, better known as the “health API guy.” Together, they tackle one of health tech’s biggest promises: interoperability. You’ll hear a down-to-earth exploration of what interoperability really looks like in…
…
continue reading
1
Holiday Potluck, Bring your Policy Riders
24:34
24:34
Play later
Play later
Lists
Like
Liked
24:34In this episode, we break down the powerful add-ons that can supercharge your whole life insurance policy—riders! From waiver of premium and guaranteed insurability to accelerated death benefits, accelerated death benefit, and paid-up additions, discover how these optional features customize your coverage for real-life scenarios like disability, ch…
…
continue reading
1
China Conversations: AI momentum and policy tailwinds into 2026
27:00
27:00
Play later
Play later
Lists
Like
Liked
27:00The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Chines…
…
continue reading
1
Episode #24 - Employment Tailwinds at the Gutter Monkeys
50:49
50:49
Play later
Play later
Lists
Like
Liked
50:49Send us a text The labor market has always cycled up and down—but COVID erased predictability and rewrote the rules for hiring. In this episode, Chris Collins and Dennis Siggins (a.k.a. Bobby Downspout) look at how the trades have adapted, why qualified candidates are finally returning, and what that means for small-business growth in 2025. Dennis …
…
continue reading
1
JF 4112: Healthcare Jobs, Medical Office Tailwinds, and Institutional Capital Flows with John Chang
39:24
39:24
Play later
Play later
Lists
Like
Liked
39:24John Chang interviews the commercial real estate market itself as he breaks down how healthcare hiring is propping up national job growth while most other sectors soften, and why that makes medical office one of the strongest asset classes going forward. He explains how an aging population and persistent healthcare labor shortages are driving durab…
…
continue reading
1
Economic Outlook: Jobs, Revisions, and Tailwinds | LPL Econ Market Minute
3:29
3:29
Play later
Play later
Lists
Like
Liked
3:29LPL Financial Chief Economist Jeffrey Roach shares insights on small business challenges, labor market trends, and economic tailwinds shaping 2026. Tracking: #833546By LPL Research
…
continue reading
By Caleb Porzio
…
continue reading
1
China and the Reordering of World Trade | Former Under Secretary of the Treasury for International Affairs Jay Shambaugh
1:21:33
1:21:33
Play later
Play later
Lists
Like
Liked
1:21:33Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Jay Shambaugh, former Under Secretary of the Treasury forInternational Affairs, joins Jack to discuss U.S. economic relations, China,and more. He draws on his years of expertise to deliver important insights into how America has realigned itself in the world econom…
…
continue reading
1
Best of 2025 Replay: Capital Market Opportunities, Multifamily Absorption Trends, & Lender Relationship Strategy for Market Distress ft. Joe Fairless
30:36
30:36
Play later
Play later
Lists
Like
Liked
30:36*Previously aired episode* John Chang interviews Joe Fairless, co-founder of Ashcroft Capital, about navigating today's complex commercial real estate landscape. Fairless, who manages over $2.8 billion in assets across 14,000 apartment units, shares insights on finding opportunities amid market distress by cultivating relationships with lenders see…
…
continue reading
1
#081 $ITGR Flatlines: Firefighters Fund Sues Over Shock Drop
7:03
7:03
Play later
Play later
Lists
Like
Liked
7:03When heart devices disappoint, portfolios can too. In this episode of Sue Wall Street, we dive into the class action lawsuit against Integer Holdings $ITGR, filed by the West Palm Beach Firefighters’ Pension Fund. Accusations fly over allegedly misleading statements about cardiac tech demand, leading to a brutal 32% stock crash. If you’re an invest…
…
continue reading
1
Stock Market Rallies, Rotations, and Record Highs | LPL Market Signals
41:21
41:21
Play later
Play later
Lists
Like
Liked
41:21This week on LPL Market Signals, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, and Chief Technical Strategist, Adam Turnquist, recap last week’s stock market bounce back as market participants debated the AI theme and discuss how market rotations provide a good setup for risk appetite returning to markets and offer a positive sign for…
…
continue reading
1
Best of 2025 Replay: Land Development Strategy, Builder Demand, and Exit Options ft. Brandon Cobb
1:07:56
1:07:56
Play later
Play later
Lists
Like
Liked
1:07:56*Previously aired episode* Pascal Wagner interviews Brandon Cobb, a seasoned land developer and founder of HBG Capital. Brandon breaks down the highly misunderstood world of land development, revealing how value is created before a single house is built. He shares how his team entitles land and leverages national homebuilder partnerships to generat…
…
continue reading
1
Can AI Teach Me React? (Project‑Based Learning)
56:55
56:55
Play later
Play later
Lists
Like
Liked
56:55In this episode, Matt and Mike explore whether AI can effectively teach React through project-based learning. Using a real side project - rebuilding the Xbox 360 Blades dashboard as a web app - they walk through how React concepts like props, state, and component structure are learned through iteration, experimentation, and replacing code as unders…
…
continue reading
1
#080 Feathers Fly at $OWL: Investors Cry Foul Over Redemption Freeze
7:16
7:16
Play later
Play later
Lists
Like
Liked
7:16Blue Owl Capital $OWL is in the hot seat after a surprise merger move left some investors trapped and staring down a 20 percent loss. In this episode of Sue Wall Street, Cassie and Bill unravel what went down with the halted redemptions, the OBDC merger, and the class action lawsuit that followed. This one’s for investors, financial watchdogs, and …
…
continue reading
1
Best of 2025 Replay: AI In Acquisitions ft. Paul Hopkins, Perry Zheng, Lance Pederson and Bo Barron
45:59
45:59
Play later
Play later
Lists
Like
Liked
45:59*Previously aired episode* Joe Fairless interviews AI-savvy investors Paul Hopkins, Perry Zheng, Lance Pederson, and Bo Barron to explore how artificial intelligence is reshaping commercial real estate acquisitions. The panel shares practical tools—like Google’s Notebook LM, ChatGPT, AI21, and Claude—and strategies for deal analysis, underwriting, …
…
continue reading
By Caleb Porzio
…
continue reading
By Caleb Porzio
…
continue reading
1
The things you are bad at, you will always be bad at
10:59
10:59
Play later
Play later
Lists
Like
Liked
10:59By Caleb Porzio
…
continue reading
By Caleb Porzio
…
continue reading
1
JF 4126: Institutional Capital Returns, Slower Absorption and What Comes Next with John Chang
31:27
31:27
Play later
Play later
Lists
Like
Liked
31:27John Chang shares a year-end perspective on where commercial real estate stands after 2025 and what he’s watching heading into 2026. He breaks down the sharp slowdown in job creation following tariff uncertainty, rising unemployment among young adults, and how those trends are already impacting household formation, apartment absorption, and overall…
…
continue reading
1
From Bad to Less Bad: A Quantitative Approach to Turnarounds | Bloomberg Indices’ Steve Hou on “Reformers Index,” Baumol Disease, and Structural Inflation
1:07:03
1:07:03
Play later
Play later
Lists
Like
Liked
1:07:03Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe In this episode of Monetary Matters, Jack sits down with Steve Hou, Senior Quant Researcher at Bloomberg, to discuss the structural forces reshaping the global economy. Hou argues that we have entered a "structurally, modestly more inflationary regime" driven by fi…
…
continue reading
With modern development, we’re almost never coding alone. Google, MDN, Stack Overflow, and now AI tools like ChatGPT, Copilot, and Gemini are always just a tab away. But what happens if that safety net disappears? In this edition of Web News, we explore the idea of offline programming - whether it’s still realistic going into 2026, what skills it a…
…
continue reading
1
JF 4125: Modular Housing, Faster Builds and Solving Affordability ft. Keith Miller
41:18
41:18
Play later
Play later
Lists
Like
Liked
41:18John Casmon interviews Keith Miller about scaling from small backyard ADU and infill development projects into large-scale modular and manufactured home communities as a way to solve affordability and construction bottlenecks. Keith explains how subcontractor shortages, cost overruns, and timeline risk pushed his team toward factory-built housing, …
…
continue reading
1
Episode 78: The Investing Outlook for 2026
34:30
34:30
Play later
Play later
Lists
Like
Liked
34:30Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Macro Markets to discuss portfolio strategy within the context of our 2026 outlook for growth, inflation, monetary policy, private credit, and the impact of AI on markets and the economy. In this complex landscape, she makes the case for why she believes now is not a time for sitti…
…
continue reading
In this discussion, Janus Henderson's investment experts delve into the market outlook for 2026, exploring AI's role in economic growth, the implications of a K-shaped economy, and strategies for navigating the higher cost of capital.
…
continue reading
1
JF 4124: Lifestyle Design Lessons from a 2000 Unit Investor ft. Maurice Philogene
1:09:51
1:09:51
Play later
Play later
Lists
Like
Liked
1:09:51Matt Faircloth interviews Maurice Philogene about designing a life around time freedom, personal fulfillment, and intentional investing, drawing from Maurice’s journey from corporate executive, military officer, and police officer to real estate investor. Maurice explains how buying and systematically paying down small condo assets created early fi…
…
continue reading
1
20Product: On Running's CPO on How to Create Emotion Through Product | Why 99% of Products Fail and How to Create Cults Around Products | The Biggest Product Mistakes On Have Made & Lessons Learned with ...
56:00
56:00
Play later
Play later
Lists
Like
Liked
56:00Gérald Marolf is the Chief Product Officer at On Running. Gérald oversees the full range of On's shoes, apparel and accessories to make sure each delivers performance, comfort and style. Before On, Gérald spent over a decade building consumer brands with collaborators such as Microsoft and Ferrari. AGENDA: 00:00 – Why Most "Great Products" Fail to …
…
continue reading
1
Joseph K. Han, MD, FARS, FAAAAI - Tackling CRSwNP Management With Emerging Biologic Therapies Targeting Epithelial Cytokines: Game On!
1:00:44
1:00:44
Play later
Play later
Lists
Like
Liked
1:00:44This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/CC/AAPA information, and to apply for credit, please visit us at PeerView.com/ZYK865. CME…
…
continue reading
1
Joseph K. Han, MD, FARS, FAAAAI - Tackling CRSwNP Management With Emerging Biologic Therapies Targeting Epithelial Cytokines: Game On!
1:00:44
1:00:44
Play later
Play later
Lists
Like
Liked
1:00:44This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/CC/AAPA information, and to apply for credit, please visit us at PeerView.com/ZYK865. CME…
…
continue reading
1
Building One ALPA Through Strategic Collaboration
12:01
12:01
Play later
Play later
Lists
Like
Liked
12:01Capt. Ronan O'Donoghue, chair of ALPA's Strategic Preparedness and Strike Committee, joined ALPA president Capt. Jason Ambrosi to discuss the transformation of ALPA's culture. Collaboration, strategic and communication planning, and solidarity among pilot groups all play critical roles in ALPA’s recent successes. Informational pickets and the intro…
…
continue reading
1
Allocators Want What They Want | Andrew Beer on Pod Shops, “Volatility Laundering,” and Building Liquid Alts That Don’t Suck
57:01
57:01
Play later
Play later
Lists
Like
Liked
57:01This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN: https://caia.org/content/welcome-monetary-matters-and-other-peoples-money-listeners Why do institutional investors continue to flock to hedge funds when the average fund underperforms the S&P 500…
…
continue reading
1
#079 $STUB’s Post-IPO Faceplant StubHub Sued Over Cash Flow Collapse
6:20
6:20
Play later
Play later
Lists
Like
Liked
6:20StubHub $STUB went public with fanfare then revealed a 143% plunge in free cash flow just weeks later. In this episode of Sue Wall Street, Cassie and Bill break down the class action lawsuit alleging StubHub’s IPO disclosures misled investors by hiding critical financial trends. With big-name underwriters and a 56% stock drop, this one's a must-lis…
…
continue reading
1
JF 4123: 2025 Lessons, Liquidity and Discipline in CRE ft. the Best Ever Hosts
1:07:27
1:07:27
Play later
Play later
Lists
Like
Liked
1:07:27Pascal Wagner interviews Matt Faircloth, John Casmon, and Ash Patel in a year-end roundtable reflecting on the biggest lessons from 2025 across their own portfolios and hundreds of investor interviews. The group digs into why distress has been slower and more “behind the scenes” than expected, how liquidity, discipline, and deal structure mattered …
…
continue reading
1
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
1:22:03
1:22:03
Play later
Play later
Lists
Like
Liked
1:22:03AGENDA: 03:32 Lightspeed's $9 Billion Fundraise 05:20 The Impact of Mega Funds on Seed VCs 10:09 The Supercycle of Growth and Late-Stage Investments 13:06 Disney Invests $1BN into OpenAI and What It Means 23:19 Oracle Hit Hard: Is Now the Time to Buy 28:34 Broadcom's Market Cap Drop and Anthropic's AI Chip Orders 35:04 Cursor Competes with Figma: T…
…
continue reading
1
Secular Outlook 2026: A CIO Perspective on the Forces Shaping the Decade Ahead
18:07
18:07
Play later
Play later
Lists
Like
Liked
18:07In this final episode of the Beyond Markets Podcast, Hannah Wise sits down with Yves Bonzon, Group Chief Investment Officer at Julius Baer, to explore the secular outlook for the decade ahead. They discuss why interest rates have normalized at current levels, whether the AI investment cycle can avoid the fate of the dot-com bust, what China's balan…
…
continue reading
1
5 Antipodes sector specialists on the stocks and key trends to watch in 2026
45:44
45:44
Play later
Play later
Lists
Like
Liked
45:44In the final episode of of 2025 on Antipodes podcast, our sector portfolio managers were tasked with sharing their highest-conviction ideas for the year ahead. Key times: 1:00 | Graham Hay - Industrials (Honeywell International Inc) 8:30 | Nick Cameron - Healthcare (Merck & Co Inc) 17:30 | Max Shramchenko - Infrastructure (Companhia de Saneamento B…
…
continue reading
1
How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital
59:16
59:16
Play later
Play later
Lists
Like
Liked
59:16This episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Over the last 8 years, Yaron Naymark, founder and managing partner of 1 Main Capital, has patiently grown his concentrated long-biased hedge fund by outperforming major equity benchmarks like the S&P 500. Any manager wh…
…
continue reading
1
Investors Need a Playbook for the Next Shutdown | LPL Econ Market Minute
3:41
3:41
Play later
Play later
Lists
Like
Liked
3:41Dr. Jeffrey Roach, LPL Financial’s Chief Economist, explains what private sector data sources should be if Congress fails to pass another continuing resolution come January 30. Other topics include the driver of the recent spike in unemployment.Tracking: #838757By LPL Research
…
continue reading
1
JF 4122: Bonus Depreciation, Tax Deferral and Cost Seg Timing ft. Chris Streit
35:00
35:00
Play later
Play later
Lists
Like
Liked
35:00Amanda Cruise interviews Chris Streit, CEO of CSA Partners, about where cost segregation stands at the end of 2025—why “100% bonus depreciation is back” doesn’t remove urgency, because cost seg is fundamentally tax deferral and the time value of money still matters. Chris explains how investors can run look-back/catch-up depreciation on properties …
…
continue reading
1
Talking Heads - US high-yield bonds benefit from improved quality and demand
12:07
12:07
Play later
Play later
Lists
Like
Liked
12:07The US economy is headed for a spell of slower growth in 2026 and while inflation may not fall much further, slack in the labour market should allow for additional cuts in the benchmark fed funds rate – overall, this is a favourable backdrop for US high-yield corporate bonds. Jack Stephenson, Investment Specialist for US High-Yield, tells Chief Mar…
…
continue reading
1
EP 132: Shock and awe: US politics and policy in 2026 with Dan Clifton
30:46
30:46
Play later
Play later
Lists
Like
Liked
30:46As the US enters midterm year, Dan Clifton returns to help navigate the political and economic crosscurrents impacting the world’s largest economy. Fiscal stimulus, election year market volatility, recession risks and the Fed’s strategy are all under the microscope in this episode of Beyond the Benchmark with Moz Afzal. Our host, Moz Afzal: https:/…
…
continue reading
1
#077 $JYD’s 95 Percent Crash How Jayud’s Pump and Dump Unraveled
8:33
8:33
Play later
Play later
Lists
Like
Liked
8:33Jayud Global Logistics $JYD soared from $1 to nearly $8—then collapsed 95% overnight. In this episode of Sue Wall Street, we dive into the class action lawsuit alleging a coordinated pump-and-dump scheme, misleading financials, and silence from auditors. With fake stock tips, insider control, and offshore structures, investors say this was built to…
…
continue reading
1
LPL Research Economic Outlook 2026 | LPL Market Signals
38:13
38:13
Play later
Play later
Lists
Like
Liked
38:13This week on LPL Market Signals, LPL’s Chief Equity Strategist Jeff Buchbinder and Chief Economist Jeffrey Roach recap last week’s market tug-of-war between the AI theme and the Federal Reserve, share LPL Research’s economic outlook for 2026, and highlight economic data to watch this week as the economic calendar has some catching up to do.Tracking…
…
continue reading
1
JF 4121: Self Storage Overbuild, Niche Plays and What Still Works ft. Ash Patel
55:57
55:57
Play later
Play later
Lists
Like
Liked
55:57Matt Faircloth interviews Ash Patel, and the two hosts do a 2025 look-back / 2026 look-forward on what they’re seeing across major commercial asset classes—plus where they think real estate operators are headed after the last couple years of “extend and pretend”. They start with why triple-net retail has stayed surprisingly strong (including the “n…
…
continue reading