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.
…
continue reading
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.
…
continue reading
Insight and analysis on investment markets and issues affecting your whole financial world.
…
continue reading
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.
…
continue reading
How I Invest with David Weisburd is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.
…
continue reading
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 ...
…
continue reading
An insider’s guide to the laws dictating life within UK and EU financial services, the people influencing their development and policing finance workers’ compliance
…
continue reading
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 ...
…
continue reading

1
E180: How J.P. Morgan Asset Management Picks Winners in VC & Private Equity
22:48
22:48
Play later
Play later
Lists
Like
Liked
22:48What does it take to allocate billions in private markets—and what sets a top-tier LP apart?In this episode, I speak with Patrick Miller, Executive Director and Portfolio Manager of J.P. Morgan Asset Management’s Private Equity Group, where he plays a central role in their alternatives platform, investing across venture capital and private equity. …
…
continue reading

1
Meet the Investor Series: Regina Liu, J.P. Morgan Asset Management
28:27
28:27
Play later
Play later
Lists
Like
Liked
28:27In this episode of Meet the Investor, host Joey Mouracadeh speaks with Regina Liu, APAC Head of Investment Specialists for International Equities at J.P. Morgan Asset Management. As one of the world’s largest and most established investment managers, J.P. Morgan Asset Management oversees more than US$1 trillion in equities globally, backed by a dee…
…
continue reading

1
2319: Housing Market SHOCKER: Why It's NOT 2008 (The REAL Reason Home Sales are Down)
32:23
32:23
Play later
Play later
Lists
Like
Liked
32:23Jason discussed concerns about Federal Reserve chair Jerome Powell's leadership and the current state of the housing market, including analysis of historical relationships between housing supply and economic downturns. He explored various market conditions, including the impact of interest rates, inventory levels, and differences between single-fam…
…
continue reading

1
E182: Lessons from 17 Years at Menlo Ventures and Accel w/Tyler Sosin
51:47
51:47
Play later
Play later
Lists
Like
Liked
51:47In this episode, I speak with Tyler Sosin, Board Partner at Menlo Ventures, where he focuses on investing in tech-enabled SaaS, fintech, marketplaces, and workflow tools. Tyler specializes in high-retention, annuity-driven “layer cake” businesses that benefit from network effects, data lock-in, replenishment channels, and switching costs. His objec…
…
continue reading

1
E181: Why Portfolio Construction Beats Manager Selection w/$7 Billion CIO
50:34
50:34
Play later
Play later
Lists
Like
Liked
50:34In this episode, I speak with T.C. Wilson, Chief Investment Officer of The Doctors Company (TDC Group), the nation's largest physician-owned medical malpractice insurer with $7 billion in assets under management. T.C. shares how he built an internal investment office, how insurance investing differs from endowment and foundation models, and why he …
…
continue reading

1
SB Talks: 12-Day War, NATO Spendathon, Shadow Fed Chair and FY25 Returns
15:37
15:37
Play later
Play later
Lists
Like
Liked
15:37In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: Where to After the Israel-Iran Ceasefire? NATO Ramps Up Defence Spending Trump's 'One Big, Beautiful Bill' Scraps the Revenge Tax Will Trump Nominate Jerome Powell's Successor Early to Pressure the Fed? Market Wrap-up: Fina…
…
continue reading
Watch the video version on YouTube Municipal bonds have struggled so far in 2025 as increased issuance and elevated volatility have weighed on prices. However, with risks to the current economic expansion rising, the case for munis has only grown more compelling. On a tax-equivalent basis, muni yields are higher relative to Treasuries and compete w…
…
continue reading

1
2318 FBF: Commodities Investing with Dr. Chris Kacher & Gil Morales Managing Directors of VirtueOfSelfishInvesting.com
44:16
44:16
Play later
Play later
Lists
Like
Liked
44:16This is Flashback Friday is from episode275 published last August 29, 2012. While the last several years have seen huge losses for most investors in stocks, it has provided some valuable insights and allowed development of new concepts for stock investing. Jason Hartman talks with Dr. Chris Kacher and Gil Morales, principles and managing directors …
…
continue reading

1
Transportation assets and tariffs: Is bad news good news?
22:32
22:32
Play later
Play later
Lists
Like
Liked
22:32In this episode of the Center for Investment Excellence podcast, hosted by David Lebowitz, the focus is on the transportation sector amidst a backdrop of global economic uncertainty. Andy Dacey, CEO and CIO of J.P. Morgan Asset Management's Global Transportation Group, joins the discussion to explore how macroeconomic factors, such as trade tariffs…
…
continue reading

1
2317: Beyond the Headlines: Edward Dowd Exposes Unseen Health & Economic Data
37:46
37:46
Play later
Play later
Lists
Like
Liked
37:46Greeting's from Saint Thomas Island! Jason's on the Real Estate Guys' Investor Summit at Sea cruise and reminds his listeners to sign up for the FREE MASTERCLASS every second Wednesday of the month! https://jasonhartman.com/wednesday Jason and Edward Dowd discussed the book "Cause Unknown: The Epidemic of Sudden Deaths" and its focus on the increas…
…
continue reading

1
E179: How UCLA's Endowment Wins in Private Equity w/Deputy CIO Michael Marvelli
1:04:41
1:04:41
Play later
Play later
Lists
Like
Liked
1:04:41Michael Marvelli leads the private markets strategy at the UCLA Investment Company, managing a portfolio that spans private equity, real estate, and real assets. But his route to institutional investing wasn’t linear.Before UCLA, he spent time at Prudential and The Irvine Company in real estate and mortgage finance, and even helped launch a venture…
…
continue reading

1
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
32:48
Play later
Play later
Lists
Like
Liked
32:48Today’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…
…
continue reading

1
E178: Elon Musk of Biotech: How David Berry Built 7 Unicorns
44:14
44:14
Play later
Play later
Lists
Like
Liked
44:14David Berry is one of the most prolific healthcare entrepreneurs of our time.In this episode, we discuss his transition from scientist to founder to investor, what it takes to scale transformational health companies, and how his firm Averin is helping usher in the next wave of AI-enabled healthcare.We also talk about his early experience launching …
…
continue reading

1
2316 FBF: The Financial Health of America’s Social Classes with Dr. H. Woody Brock Author of ‘American Gridlock’
1:02:02
1:02:02
Play later
Play later
Lists
Like
Liked
1:02:02This Flashback Friday is from episode 283 published last October 26, 2012. Between 1980 and 2000, the wealth of our nation grew enormously. Interest rates dropped, dot com businesses grew, and then the housing market was rocketing. We then went into a tricky period where overall net worth grew a bit until the dot com crash; the middle class was sus…
…
continue reading

1
E177:How a Small Endowment Invests like Harvard w/Rip Reeves
46:33
46:33
Play later
Play later
Lists
Like
Liked
46:33In this episode, I speak with Rip Reeves, CEO of Institutional Investor and former CIO of AEGIS Insurance Services. Rip brings over four decades of experience across investment management, insurance, and endowments. We discuss his unconventional path from Salomon Brothers to leading one of the most iconic platforms in the investment world, his view…
…
continue reading

1
2315: The Tax Advantage: Unlock Your Real Estate Riches with Scott Saunders
37:20
37:20
Play later
Play later
Lists
Like
Liked
37:20Jason focuses on income property as the most tax-favored asset class in America, including discussion of tax-saving opportunities like the 1031 exchange for investors. He promotes the availability of free monthly masterclasses on jasonhartman.com/Wednesday for listeners to register and attend. JasonHartman.com/Wednesday Jason then introduces Scott …
…
continue reading

1
E176: Beyond Harvard: The Financial Crisis Endowments are Facing
58:00
58:00
Play later
Play later
Lists
Like
Liked
58:00John Trammell has been on the front lines of institutional investing for decades. He’s managed capital for some of the largest families and organizations in the world—from family offices to the Episcopal Church—and in this episode, he explains the seismic shifts happening in the world of endowment and foundation investing.We talk about secondaries,…
…
continue reading

1
E175: Elon Musk: 10 Billion Humanoid Robots by 2040? w/NEA Partner Aaron Jacobson
27:09
27:09
Play later
Play later
Lists
Like
Liked
27:09Aaron Jacobson is one of the most insightful thinkers at the intersection of AI, robotics, and cybersecurity—and in this conversation, he separates signal from noise. We explore the future of humanoids, the shifting threat landscape in cybersecurity, and why the next wave of industry-defining companies will be built on infrastructure, not just foun…
…
continue reading

1
SB Talks: Middle East Conflict, US Revenge Tax and Australia's Per Capita Recession
13:42
13:42
Play later
Play later
Lists
Like
Liked
13:42In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: Escalating Middle East Conflict and the impact on oil prices G7 Summit in the Canadian Rockies Section 899 of Trump's 'One Big, Beautiful Bill' Australia's Q1 GDP report Music provided by: Autumn Trumpet Background Corporat…
…
continue reading

1
2314 FBF: Deregulated Hedge Funds with Les Leopold Author of ‘How to Make a Million Dollars An Hour’
1:18:53
1:18:53
Play later
Play later
Lists
Like
Liked
1:18:53This Flashback Friday is from episode 332 published last August 11, 2013. Jason talks with Les Leopold on his new book: "How to Make a Million Dollars an Hour: Why Financial Elites get away with siphoning off America's Wealth." In the interview, Les details just how hedge funds are making unthinkable amounts of money. Les Leopold co-founded and cur…
…
continue reading

1
E174: The State of Venture Capital in 2025: Insights from a $1.8B AUM Chairman and Co-Founder
34:01
34:01
Play later
Play later
Lists
Like
Liked
34:01In this episode of How I Invest, I speak with Arjun Sethi—Chairman and co-founder of Tribe Capital, Co-CEO of Kraken, and one of the sharpest thinkers in venture capital and crypto today. Arjun breaks down how he approaches investing in “N-of-1” companies, what most VCs get wrong about data, and why the traditional funding stages like “pre-seed” an…
…
continue reading

1
Alternative Realities: Growth equity's new frontier
25:10
25:10
Play later
Play later
Lists
Like
Liked
25:10Watch the video version on YouTube. With economic uncertainty slowing exits and borrowing costs remaining high, investors are becoming more selective in their targets. Meanwhile, groundbreaking advancements in AI and other technologies are driving compelling growth stories, yet those not involved in the startup and growth phases risk missing out on…
…
continue reading

1
2313: The Future of Real Estate: Exploring Bitcoin Mortgages & Crypto Loans with Milo
45:57
45:57
Play later
Play later
Lists
Like
Liked
45:57Jason discusses the innovation in crypto mortgages and the importance of maintaining an optimistic outlook despite doom and gloom predictions. He encourages listeners to attend the Wednesday masterclasses and reminds them to register for future sessions. Jason emphasizes the value of comparing current situations to historical contexts, highlighting…
…
continue reading

1
E173: Billionaire Michael Loeb on Risk, Innovation, and Never Giving Up
57:38
57:38
Play later
Play later
Lists
Like
Liked
57:38What happens when you get fired from one of the most prestigious media companies in the world at age 36? For Michael Loeb, it meant inventing a new category in subscription services, launching one of the earliest venture studios, and incubating Priceline—one of the internet’s first great successes.In this episode, I speak with Michael Loeb, founder…
…
continue reading

1
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
41:25
Play later
Play later
Lists
Like
Liked
41:25Today’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…
…
continue reading

1
E172: How Cannabis Beverages are Disrupting the Alcohol Industry w/Sasha Pieterse
43:09
43:09
Play later
Play later
Lists
Like
Liked
43:09Sasha Pieterse might be best known for her acting career — but behind the scenes, she’s been building a beverage empire.In this episode, we dive deep into how Sasha's personal health journey led her to launch Hippie Water, a hemp-derived THC beverage brand that’s now in 140+ stores across 9 states. We talk about what it takes to transition from Hol…
…
continue reading

1
E171: SBIC Funds: How to Raise $175 Million for Private Equity & Credit Funds
34:38
34:38
Play later
Play later
Lists
Like
Liked
34:38This episode is a masterclass on one of the most powerful — and under-the-radar — capital structures in private markets: Small Business Investment Companies (SBICs).I’m joined by Brett Palmer, President of the Small Business Investor Alliance, and David Demeter, who helps manage Davidson College’s endowment. We dive deep into the SBIC program — a u…
…
continue reading

1
2312 FBF: The Collapse of Bear Stearns with Douglas Brunt Author of "Ghosts of Manhattan" & Former CEO of Authentium
47:42
47:42
Play later
Play later
Lists
Like
Liked
47:42This Flashback Friday is from episode 337, published last September 6, 2013. Doug Brunt is the former CEO of Authentium and author of, "GHOSTS OF MANHATTAN." In his new book, he transports readers back to the extravagant times before Bear Stearns collapsed, exposing a culture with boundless bonuses, where the company expense account was routinely u…
…
continue reading

1
Uncovering Opportunities in Emerging Market Debt
22:20
22:20
Play later
Play later
Lists
Like
Liked
22:20Watch the video version on YouTube In the world of fixed income markets, investors are constantly navigating through a landscape marked by shifting economic dynamics and global diversification trends. As emerging market debt gains traction amid recent policy changes and currency fluctuations, the allure of higher yields and diversification opportun…
…
continue reading

1
2311: Investing Like Warren Buffett | Unlocking Wealth Through Boring Real Estate
43:58
43:58
Play later
Play later
Lists
Like
Liked
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, …
…
continue reading

1
E170: How an AI Agent Is Outperforming VCs w/Andrew D’Souza
46:46
46:46
Play later
Play later
Lists
Like
Liked
46:46What if your venture partner could talk to a thousand founders a day — and actually listen?In this episode, I speak with Andrew D’Souza, the Founder/CEO (aka Creator) of Boardy and previously the founder and CEO of Clearco (formerly ClearBank). Andrew is building something entirely new: Boardy, an AI super-connector that lives across voice, chat, a…
…
continue reading

1
E169: How to Build an Enduring Private Equity Franchise w/Alex Robinson
1:09:24
1:09:24
Play later
Play later
Lists
Like
Liked
1:09:24Alex Robinson is the Co-Founder and CEO of Juniper Square, a company transforming the private markets through technology and service. In this episode, we go deep into how he and his co-founders saw the opportunity to modernize fund administration, why the private markets are decades behind the public markets, and how Juniper Square is building for …
…
continue reading

1
SB Talks: RBA Pivot, Consumer Weakness and One Big, Beautiful Bill
12:43
12:43
Play later
Play later
Lists
Like
Liked
12:43In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: RBA's dovish shift and weaker growth outlook Trump's 'One Big Beautiful Bill' (OB3) US Trade Court decision May's strong equity returns Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Mu…
…
continue reading

1
2310 FBF: Creation vs. Evolution with Dr. Geoffrey Simmons of the Discovery Institute Center for Science & Culture
49:13
49:13
Play later
Play later
Lists
Like
Liked
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…
…
continue reading