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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What happens when revolutionary trading vehicles like ETFs meet transformative technologies like artificial intelligence and machine learning? Join Yasmin Dahya and Joe Staines, of J.P. Morgan Asset Management, and Tom Lydon, of ETF Trends, for a conversation about how ETFs are evolving to take advantage of new tools.
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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.
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SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing
Scott Arnell
The SRI360 Podcast is focused exclusively on Sustainable & Responsible Investing, Impact Investing, ESG and Socially Responsible Investing. To learn more, visit SRI360.com. Each episode presents an interview with a world-class investor who is an accomplished practitioner from different asset classes in lively, wide-ranging, long-format discussions. In each interview, we try to cover everything from each investor's early personal journey—and what motivated and attracted them to commit their l ...
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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
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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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Breaking the Investor Mold: Inside 4 Women-Led Funds Driving Real Impact & Real Returns (#086)
1:49:30
1:49:30
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1:49:30This 4-in-1 compilation episode focuses on a persistent disconnect between capital and capability: women are founding businesses at record rates and leading high-performing funds, yet the capital rarely follows. In other words, women are underrepresented both in receiving and managing capital. Today’s episode is about those pushing back against tha…
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2304 FBF: Nominal Dollars vs Real Dollars & Understanding Investor Psychology with Investment Counselor Sara
1:26:25
1:26:25
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1:26:25This Flashback Friday is from episode 304 published last Mar 6, 2013. Jason talks with investment counselor, Sara, about investor psychology, overcoming obstacles and getting out of our own way. The smoke-and-mirrors propaganda perpetuated by mainstream media (lamestream media as Sarah Palin says) in reporting the new high in the Dow Jones Industri…
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Alternative Realities: Managing market volatility with alternative investments
25:49
25:49
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25:49It has been a busy and volatile month in the markets, one that certainly reminded us of the value of being diversified across public as well as private markets. Alternative investments have historically been limited to institutions like pension funds and insurance companies, due to high investment minimums and a high level of complexity. But that’s…
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2303: Navigating Today's Real Estate Market: Insights for Investors, The Housing Shortage and Your Investment Opportunities
40:44
40:44
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40:44Jason talks about the current state of the housing market, emphasizing that there is no housing crash due to the low number of financially distressed homeowners. He shared updated statistics from the US Census Bureau, indicating that 39.8% of homeowners have no mortgage, and 65% have mortgages at or below 4%. Jason also highlighted the oversupply i…
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From £10M to £2B: Michele Giddens “Bridges” Impact Purpose with Double-Digit Returns (#085)
1:28:07
1:28:07
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1:28:07My guest today is Michele Giddens, Co-Founder and CEO of Bridges Fund Management — one of the early architects of impact investing, before the term was even coined. Bridges now has over £2 billion in AUM invested in private equity and property, but back in 2002, it began with little more than a blank sheet of paper and a conviction that capital cou…
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Equity research insights: Key analyst takeaways & top investor questions
20:53
20:53
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20:53Watch the video version of YouTube. In our thirteenth season of Insights Now, we delved into the research that informed our portfolio managers' investment strategies. Gabriela Santos engaged in insightful discussions with top-tier buy-side equity research analysts from J.P. Morgan Asset Management, covering a diverse array of sectors such as semico…
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2302 FBF: America's Economic Outlook said John Mauldin Author and Publisher of ‘Thoughts From the Frontline’
1:07:41
1:07:41
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1:07:41This Flashback Friday is from episode 298, published last February 4, 2013. On this show, Jason Hartman talks with one of his investment counselors about current events, welcomes a guest caller and also brings to our listening audience the economic outlook from renowned financial expert, John Mauldin. Mauldin discusses “spending rearrangement”, a r…
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2301: From Speculation to Stability: Building Wealth with Buy & Hold and Self-Management
48:14
48:14
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48:14Jason discusses real estate investing, highlighting current market conditions where a slight home sales increase is overshadowed by affordability issues due to higher mortgage rates. He argues that the "in irons" market, characterized by modest price appreciation, benefits rental property owners through steady cash flow and increasing rents due to …
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Building the Green Bond Market With No Playbook: Lessons From 500+ Deals in Sustainable Finance | Romina Reversi (#084)
1:27:16
1:27:16
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1:27:16My guest is Romina Reversi, Managing Director and Head of Sustainable Investment Banking Americas at Crédit Agricole CIB — one of the banks that helped write the very rules of the green bond market, and has stayed near the center of gravity ever since. Romina’s path into banking didn’t start with a mission to change the world. It started with a lov…
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Alternative Realities: The future of private credit investing
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29:32Watch the video version on YouTube. In this episode of Alternative Realities, we explore the dynamic world of private credit with Aaron Mulvihill, Global Market Strategist at J.P. Morgan Asset Management, and Lynnette Ferguson, Global Co-Head of Investment Specialists for J.P. Morgan Alternative Asset Management, as they discuss the significant gro…
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2300 FBF: Paula White: Donald Trump's Faith Advisor on the President's Deep Faith
27:46
27:46
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27:46This Flashback Friday was published last June 17, 2020 on YouTube. Pastor Paula White shares what it is like to advise Donald Trump on faith and explains the President's surprising deep faith that she discovered while working with him for 19 years. Paula gives viewers some advice on how to think about what’s occurring in our world, and to reckon wi…
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2299: Market Reality Check: Housing Trends & Investing Insights, Mortgage Rates, Construction Costs & the Rental Opportunity
24:14
24:14
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24:14Jason shared the sad news of the passing of his beloved dog, Coco, and discussed the current state of the housing market, highlighting the impact of rising mortgage rates and the challenges faced by the construction industry. He discusses the "perfect storm" impacting real estate: spiking mortgage rates, rising construction costs, labor shortages, …
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Fixing Finance: Inside Triodos' €6B Pure-Play, Impact-Only Asset Manager | Hadewych Kuiper (#083)
1:42:56
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1:42:56My guest today is Hadewych Kuiper, Managing Director at Triodos Investment Management — a pure-play impact investing firm since day one, with a 30-year track record of turning capital into systemic change. However, Hadewych didn’t arrive in finance with a grand plan to change the system. Her journey began in a small town in the north of the Netherl…
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2298 FBF: How Income Inequality Can Be Good for Society with Libertarian Legal Scholar Richard Epstein Professor at NYU School of Law
1:23:56
1:23:56
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1:23:56This Flashback Friday is from episode 312 published last April 10, 2013. Professor Richard Epstein, pioneering Libertarian legal scholar, joins Jason Hartman to explain how income inequality is good for society, but is very dependent on the methods used to produce the best outcome. The current methods our government are attempting to use are causin…
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Watch the video version on YouTube. Financials, the second largest sector in the S&P 500, has had its fair share of ups and downs in recent years. As the Federal Reserve kicked off its aggressive rate hiking campaign in 2022, the yield curve inverted, loan growth slowed and M&A activity plummeted, all of which hampered earnings growth. Then, in Mar…
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Zeal Breaks the Mold: How Backing Overlooked Founders Delivers 3–4X on Invested Capital | Nasir Qadree (#082)
1:28:40
1:28:40
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1:28:40Today's guest is Nasir Qadree, Founder and Managing Partner of Zeal Capital Partners – a venture platform based in Washington, D.C., that’s reimagining how capital flows by focusing on inclusion, economic mobility, and systems change. Nasir was raised in Atlanta between two very different worlds – one shaped by his hardworking mother and the other …
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2297: Housing Market Insights: Navigating a Shifting Landscape of Prices and Affordability and Evolving Buyer Behavior in a Changing Market
28:30
28:30
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28:30Jason announced changes to the podcast schedule and discussed economic trends, particularly in the housing market. He emphasized the importance of adapting to market realities and taking calculated risks in real estate investment. He also covered various aspects of the current economic landscape, including inflation's impact on housing, mortgage ma…
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2296 FBF: Geopolitical Outlook & Income Property Investing with Bud Conrad Author and Chief Economist of Casey Research
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1:05:20
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1:05:20This Flashback Friday is from episode 301, published last February 21, 2013. Jason Hartman interviews Bud Conrad, Chief Economist of Casey Research, regarding the geopolitical focal points in our world, funneling these down to how it all affects the United States. Bud mentions the importance of looking at the big picture of what is happening in the…
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Alternative Realities: Tech-driven alternative investment
20:21
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20:21Watch the video version on YouTube. In this episode of Alternative Realities, we delve into the transformative landscape of venture and growth equity investing with a focus on technology and healthcare. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Patrick McGoldrick, Managing Partner of J.P. Morgan Private …
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2295 Index Insights with Rahul Sen Sharma: Trade, Tariffs, and Market Outlook
24:45
24:45
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24:45Jason and Rahul Sen Sharma, an expert on indexes from Index (INDXX), discuss global economic shifts, trade wars, and the stock market. His company tracks over $20 billion in index-based assets, aiding companies in creating indexes, ETFs, and funds. He emphasizes focusing on long-term macro trends over daily market noise, highlighting "re-globalizat…
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Staying the Course Through Market Volatility - A Conversation with Phil McInnis of Avantis Investors
30:47
30:47
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30:47In this episode, we are pleased to be joined by first time guest Phil McInnis, Chief Investment Strategist at Avantis Investors. Phil shares research on why investors should stay the course during periods of market volatility like what we recently witnessed following the trade tariff announcements on April 2 "Liberation Day." He reminds listeners t…
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More Than Timber: How Smart Forestry Beats Market Returns for EFM | Bettina von Hagen (#081)
2:00:35
2:00:35
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2:00:35In this episode, I’m talking with Bettina von Hagen, Managing Director & CEO of EFM Investments & Advisory. Since founding Ecotrust Forest Management 20 years ago, she’s been redefining forestry investment – consistently beating traditional market-rate returns while protecting ecosystems, communities, and future generations. Bettina grew up in poli…
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2294: Invest in Hard Assets Now! Mike Maloney on Monetary Policy, Stock Market Craziness, and Modern Monetary Theory
24:15
24:15
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24:15Fresh from Empowered Investor Live in Irvine, CA, Jason welcomes Mike Maloney, author and monetary policy expert from goldsilver.com, as they discuss the current "scary craziness" in the stock market, drawing parallels to the 1987 crash while noting increased public exposure to stocks. He critiques the fiat currency system, explaining how bank lend…
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2293 FBF: Currency Collapse, Gold & Silver Markets, and Debt with Max Keiser from ‘The Oracle with Max Keiser’ on BBC World News
26:46
26:46
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26:46This Flashback Friday is from episode 289, published last December 18, 2012. Coming to us from London, Max Keiser joins Jason Hartman for a fast-paced interview about what is going on in our world with GDP, the debt ceiling and debt loads, gold and silver markets, and currency collapse. Max is the host of “The Oracle with Max Keiser” for BBC World …
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This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under the new administration. The conversation also touches on the implicatio…
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2292: The Multi-Dimensional Nature of Real Estate Investing and Understanding Macro vs. Micro Real Estate Markets- How to Choose Winning Properties
43:17
43:17
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43:17Jason Hartman explains the multidimensional aspects of real estate investing, including income, depreciation, equity, appreciation, and leverage. He emphasizes the importance of understanding both macro and micro markets when selecting properties. The podcast covers topics like interest rates, rental market trends, and adapting to changing market c…
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