The Institute of Trading and Portfolio Management (ITPM) provides industry-leading financial education. Listeners will have access to some of the best minds in the Investment Management industry talking through current and relevant ideas in the financial markets. Expect to expand your investment knowledge and improve your trading performance.
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.
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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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Money Talks focuses on personal finance as it applies to Mississippians. In any given week, we’ll talk about anything from preparing your taxes to saving for college or investing in the stock market. Our experts, Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives, are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute. They join Kevin Farrell in the ...
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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Welcome to Season 7 of REady2Scale, the go-to podcast for real estate investors, with a special emphasis on multifamily investing. In this podcast, we explore the dynamic landscape of various investment strategies, from real estate to farmland and more, offering you insights, strategies, and stories to enhance your agility and foresight in the market. Each episode is designed to empower you, whether you're a seasoned investor or just starting out. From analyzing market shifts to uncovering i ...
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Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. With $36 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient. Listen to the show ...
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
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Expert insights from quants for quants. Listen to QuantSpeak to hear from thought leaders in quant finance as they share their insights into the latest research and industry practice. QuantSpeak is created by the CQF Institute. Part of Fitch Learning, the CQF Institute is the awarding body for the Certificate in Quantitative Finance and provides a platform for educating and building the global quantitative finance community. Find out more at www.cqfinstitute.org
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The go-to resource for the crypto curious. Tune in to long-form deep dives with movers and shakers or spend your short coffee breaks with our mini dives, where we unstack interesting insights and market observations. Wherever you are, grab your fresh #CUP of crypto!
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What Homeowners Need to Know Before Borrowing Against Home Equity
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45:31Experts start with advice to carefully compare lenders, and understand the pros and cons of home equity loans and HELOCs before borrowing against their home’s value. Today's Stocks & Topics: JPST - JPMorgan Ultra Short Income ETF, Market Wrap, FLS - Flowserve Corp., What Homeowners Need to Know Before Borrowing Against Home Equity, Investing in Lar…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen discusses the recent equity rebound as volatility eases and investor focus returns to earnings. He presents a long trade idea in Unity Software, a market leader in real-time 3D development powering over half of all …
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Aviation Takes Off Despite Global Economic Challenges
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46:23The aviation industry is projected to achieve record revenues and higher profits in 2025, fueled by lower jet fuel prices and strong passenger demand. Today's Stocks & Topics: OMC - Omnicom Group Inc., Market Wrap, Aviation Takes Off Despite Global Economic Challenges, TER - Teradyne Inc., Roth I-R-A Withdrawals, FLBR - Franklin FTSE Brazil ETF, Go…
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2311: Investing Like Warren Buffett | Unlocking Wealth Through Boring Real Estate
43:58
43:58
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43:58Jason talks about the increase in customs revenue under Trump's policies, highlighting a significant rise from $4 billion in 2015 to $22.3 billion, though he noted it would not solve government debt issues. He predicted a likely decrease in interest rates due to the disappearance of the inflation threat, which could lead to a surge in home buyers, …
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Dakota Live! Podcast: Private Credit & the OCIO Mindset with Adam Ladd of Windrose Advisors
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26:29Welcome back to the Dakota Live! Podcast—where insights from top allocators and industry professionals meet the practical tools needed to succeed in asset management. In this episode, we head to Boston to meet with Adam Ladd, Vice President at Windrose Advisors, for a conversation about the art and science of manager due diligence—and why private c…
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How to Start Your Canadian Real Estate Investing Journey Without Fear or Failure
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37:30Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What would you do if you had $60,000 available on your Home Equity Line of Credit (HELOC), a stable job, and a dream of real estate investing—but fear, family dynamics, and financial uncerta…
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Lessons to Learn from a $28B Real Estate Empire
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44:46What can a retired real estate mogul with $28 billion in AUM teach us about building enduring wealth, navigating downturns, and staying relevant in a digital world? In this episode of REady2Scale, we sit down with John S. Pennington, Jr., co-founder of Bridge Investment Group, who led the firm from its inception through an IPO and managed over 100 …
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Groceries Now, Pay Later: Shoppers Turn to Loans for Everyday Essentials
46:39
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46:39A surge in shoppers using “buy now, pay later” loans for groceries highlights shifting consumer habits and also raises concerns about the growing financial stress facing U.S. households. Today's Stocks & Topics: FZIPX - Fidelity ZERO Extended Market Index Fund, Market Wrap, ISRG - Intuitive Surgical Inc., Groceries Now, Pay Later: Shoppers Turn to …
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Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, since Nancy and Ryder aren't in the studio, listen again to some recent conversations from the program. Hosted on Acast. See acas…
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Dominic Vaccaro of Burlington Capital - The World of Commercial Real Estate Investing
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34:23Today on the podcast, Rusty and Robyn are joined by Dominic Vaccaro, President of Real Estate at Burlington Capital. Dominic Vaccaro is President of Real Estate and sits on the Investment Committee of Burlington Capital, the company’s sponsored investment programs and advisor. With 20 years of experience at Burlington Capital, Mr. Vaccaro oversees …
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How Often Should You Switch Savings Accounts for 5% Yields?
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46:18Financial experts suggest reviewing your savings rate quarterly and switching accounts once or twice a year to ensure you’re not leaving significant money on the table. Today's Stocks & Topics: ET - Energy Transfer LP, CUBE - CubeSmart, Market Wrap, How Often Should You Switch Savings Accounts for 5% Yields?, BMY - Bristol Myers Squibb Co., AAPL - …
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Diversification: The Safe Haven for Your Portfolio in Uncertain Times
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23:13In this week's episode, we delve into the big economic news shaping our world and portfolios. We provide updates on the job market, modest gross domestic product (GDP) growth, the Personal Consumption Expenditures price index and an uptick in inflation, new tax policies and the National Deficit, and what the Federal Reserve might be thinking for th…
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Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History
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17:12At CFA Institute LIVE 2025, returning guest Mark Higgins, CFA, sat down with guest host Lotta Moberg to explore the rise—and risks—of private credit. With a historical perspective and a sharp eye for market cycles, Mark challenges the prevailing optimism, drawing parallels to past investment booms and offering a compelling case for greater caution.…
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More Economists Now Predict Home Prices Will Drop in 2025
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46:37As rising inventory and high mortgage rates weigh on the housing market, a growing number of economists expect U.S. home prices to decline this year. Today's Stocks & Topics: AVGO - Broadcom Inc., Market Wrap, REGN - Regeneron Pharmaceuticals Inc., More Economists Now Predict Home Prices Will Drop in 2025, LLY - Eli Lilly & Co., PBF - PBF Energy In…
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Improve Your Plan & Live Comfortably During Retirement
54:50
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54:50On this week's episode, advisors Ford Stokes and Sam Davis discuss different ways you can improve your finances and live more comfortably during retirement – no matter how much you have saved! -- Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan Listeners Can Call Us at (770) 685-1777 Listen to the show every weekend o…
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2310 FBF: Creation vs. Evolution with Dr. Geoffrey Simmons of the Discovery Institute Center for Science & Culture
49:13
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49:13This Flashback Friday is from episode 210 published last April 24, 2011. Jason talks with Dr. Geoffrey Simmons, a physician who is Board-certified in Internal Medicine and Disaster Medicine. He has a B.S. in Zoology and has completed the course work for a Masters degree in Microbiology. Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/Jaso…
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Phased Selling: The Smarter Way to Shift Family Wealth | Canadian Investment Portfolios
24:24
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24:24Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if fixing your aging parent's high-fee investment portfolio triggered a $200,000 tax bill here in Canada? Many Canadians discover too late that cleaning up a poorly managed investment p…
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Japan Bond Yield Surge Raises Carry Trade Unwind Concerns
45:56
45:56
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45:56Japan’s government bond yields have surged, sparking fears that investors may unwind carry trades, potentially impacting global financial markets. Today's Stocks & Topics: LECO - Lincoln Electric Holdings Inc., MDT - Medtronic PLC, Market Wrap, Japan Bond Yield Surge Raises Carry Trade Unwind Concerns, Investing in the Country of Morocco, SMH - Van…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek breaks down the current market mood—where macro data remains benign, tariffs are still a moving target, and risks like stagflation are underpriced. He presents a compelling long idea in mid-cap tech: Xometry (XMTY), a…
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3 Measures of Risk That Affect Your Portfolio
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46:50Learn how different types of risks—such as interest rate, market, and inflation risk can impact your portfolio— and why understanding them is crucial for making informed investment choices. Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap, CAT - Caterpillar Inc., 3 Measures of Risk That Affect Your Portfolio, Bonds, DG - Dollar Genera…
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2309: Strong Rental Market Demand, The Age of Bitcoin and the Coming Ai Disruptions with Mark Moss
48:32
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48:32Jason provides insights into the current real estate market conditions and investment opportunities, particularly noting trends in rental rates and the potential for note investments. Jason examines the impact of economic uncertainty on rental trends and predicts future pressures on rental prices due to increased demand and institutional investor i…
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Dakota Live! Podcast: Seeding Next-Gen Venture Managers with Main Character Capital
1:02:14
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1:02:14Join us for an insightful episode of the Dakota Live! Podcast featuring Andrea Lo, Founding and Managing Partner at Main Character Capital. Andrea shares her unique journey across venture capital, fund operations, and blockchain innovation—and how those experiences led her to launch a GP seeding strategy focused on backing the next generation of bo…
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The Hidden Bias Costing Canadian Investors Thousands
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37:27Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are your investment and business decisions secretly driven by fear of losing money more than the potential to gain? Whether you're chasing high returns through crypto, real estate, or equiti…
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Tax Loss Harvesting 2.0 (for Real Estate Investors)
24:20
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24:20What does it really take to manage $10M+ in today’s uncertain environment? In this episode, Jeannette Friedrich is joined by Samuel Harnish, founder of Quantitative Financial Strategies and former investment committee member of a billion-dollar multifamily office. With deep insight into both institutional investment research and personal wealth adv…
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Even with limited savings, you can still retire comfortably by assessing your finances, exploring part-time work or downsizing, maximizing retirement contributions... and more. Today's Stocks & Topics: WMB - Williams Cos., Market Wrap, Relocated Some of My Portfolio from the US to Europe, How to Retire with Little Savings, CIVI - Civitas Resources …
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Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, we discuss economic indicators and their importance to your personal finance. What are they? How do we learn from them? What make…
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What does investment governance look like when success is defined by more than just returns? In this episode, Andy Farrington, Mercer's Multinational Investments Leader, is joined by Lee House of ABB’s Group Pension Management Team and Deborah Frost, Chair Elect of Mercer UK Master Trust, to discuss how large asset owners may navigate complex decis…
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5 Creative Ways to Create Additional Income with Real Estate
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5:04Think rent is the only way to generate income from real estate? Think again. In this episode of REady2Scale, Jeannette Friedrich from Blue Lake Capital breaks down five practical, underutilized strategies that multifamily operators can deploy to unlock hidden revenue potential from their properties. Whether you're an operator, asset manager, or inv…
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Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional Living
48:03
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48:03Today on the podcast, Rusty and Robyn are joined by Morgan Lemaitre, Founder & Owner of Park City Wealth Advisors. Morgan Lemaitre, CFP®, founder and owner of Park City Wealth Advisors, boasts over a decade in the financial services industry, however her background goes beyond that. From competitively figure skating on behalf of Team USA to cooking…
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