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Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @s ...
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Walking In Your Shoes

Artist Haven Media

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We have always had a fascination with listening to people tell their life stories. It's also important for others to have their stories be heard. With that in mind, we have decided to create a podcast for you to tell YOUR stories. The good, the bad, the funny, the triumphant - and everything in between!
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The Human Side of Money

Brendan Frazier

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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
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My Black is Transnational

My Black is Transnational

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A podcast about Blackness and how (re)connecting back to our native homeland(s) and connecting with our fellow Black people all across the globe, while also benefiting from the land we currently live in, could be good for your lives. As Black people, we have the opportunity to have the best of both worlds, this podcast shows you how and why.
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The most common mistake advisors make with prospects? They deliver a logically-driven pitch showcasing all the ways they can help. But, prospects make decisions with the emotional part of the brain. And, that’s why logical pitches fall on deaf ears. Stacy Havener, Founder and CEO at Havener Capital Partners, has raised billions for boutique asset m…
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Produced by Foundersuite (for startups: www.foundersuite.com) and Fundingstack (for VCs: www.fundingstack.com), "How I Raised It" goes behind the scenes with startup founders and investors who have raised capital.This episode is with with Rachel Epstein, CEO of Pulse Charter Connect, an organ transport logistics startup that helps move hearts and l…
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Examining the conditions that not only blocked attempts to make America great again, but actively made the country worse, Why America Didn't Become Great Again (Routledge, 2025) identifies those organizations, institutions, politicians and prominent characters in the forefront of the economic and social policies - ultimately asking who is responsib…
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In this episode we challenge the ideas about invisibility of Asian Americans in the urban Midwest by discussing Rebecca Jo Kinney’s Mapping AsiaTown Cleveland: Race and Redevelopment in the Rust Belt (Temple University Press, 2025). Mapping AsiaTown Cleveland links the contemporary development of Cleveland’s “AsiaTown” to the multiple and fragmente…
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What if luck plays a bigger role in fund success than anyone wants to admit? Simon Evan-Cook isn’t just throwing that idea out there. He’s lived it. He spent years on the allocator side, vetting fund managers and learning what really sticks (hint: it’s not just your track record). Now that he’s a fund manager himself, he’s pulling back the curtain …
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What if your onboarding process could become your most powerful referral engine? Most advisors overlook onboarding as a strategic growth tool—and that’s a mistake. In this episode, Brendan Frazier sits down with Libby Greiwe, founder of The Efficient Advisor, podcast host, and author of The First 100 Days: The Advisor’s Blueprint for a Remarkable C…
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An award-winning writer captures a year that defined the modern world, intertwining historical events around the globe with key moments from her personal history. The year 1947 marks a turning point in the twentieth century. Peace with Germany becomes a tool to fortify the West against the threats of the Cold War. The CIA is created, Israel is abou…
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Peoples & Things host, Lee Vinsel, talks with Matt Wisnioski, Professor of Science, Technology, and Society at Virginia Tech, about his new book, Every American an Innovator: How Innovation Became a Way of Life. The pair talk about how the new book connects to Matt’s earlier book, Engineers for Change; how what Matt calls “innovation expertise” fir…
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Tax havens in offshore lands like Switzerland, the Cayman Islands and the Bahamas were once considered a rarity, the preserve of the super-rich. Today, they are big business available to the masses. Their goal? To avoid any form of accountability. Own nothing. Possess everything. Be answerable to no one. Where are these tax havens? What forms can t…
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Hair is always and everywhere freighted with meaning. In nineteenth-century America, however, hair took on decisive new significance as the young nation wrestled with its identity. During the colonial period, hair was usually seen as bodily discharge, even “excrement.” But as Dr. Sarah Gold McBride shows in Whiskerology: The Culture of Hair in Nine…
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Fire is a means of control and has been deployed or constrained to levy power over individuals, societies, and ecologies. In Burn Scars: A Documentary History of Fire Suppression, from Colonial Origins to the Resurgence of Cultural Burning (Oregon State UP, 2024), Pomona College professor Char Miller has edited a collection of documents and essays …
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The United States and the Origins of World War II in Europe (Taylor & Francis, 2025), spans 1914–1939 to provide a concise interpretation of the role the United States played in the origins of the Second World War. It synthesizes recent scholarship about interwar international politics while also presenting an original interpretation of the sources…
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Conceived as the most modern, humane incarceration facility the world had ever seen, New York's Blackwell's Island, site of a lunatic asylum, two prisons, an almshouse, and a number of hospitals, quickly became, in the words of a visiting Charles Dickens, "a lounging, listless madhouse." Digging through city records, newspaper articles, and archiva…
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The Southern Fault Line: How Race, Class, and Region Shaped One Family's History (Oxford University Press, 2025) explores the under-appreciated division in the South between the oligarchic rule of plantation owners and industrialists on the one hand, and the more democratic mindset of the mountain-dwelling small farmers on the other. These two mind…
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In How Schools Make Race: Teaching Latinx Racialization in America, (Harvard Education PR, 2024) Laura C. Chávez-Moreno uncovers the process through which schools implicitly and explicitly shape their students’ concept of race and the often unintentional consequences of this on educational equity. Dr. Chávez-Moreno sheds light on how the complex in…
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Between May 21 and June 16, 1791, Thomas Jefferson and James Madison went on a trip together through Upstate New York and parts of New England on horseback. This "northern journey" came at a moment of tension for the new nation, one in whose founding these Virginians and political allies had played key roles. The Constitution was ratified and Presi…
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Forget what you think you know about finance careers. Eric Flynn didn’t come up through Wall Street. He grew up on a ranch in Montana. An actual 20,000-acre ranch, wrangling cattle before most of us were out of bed. Today, he’s the EVP and Head of Wealth Management at Compound Planning, a $3 billion digital family office built by tech founders who …
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Fake news, outright political lies, a shamelessly partisan press, and the collapse of truth, civility, and shared facts, Dr. Philip Kadish argues, are nothing new. The Great White Hoax: Two Centuries of Selling Racism in America (The New Press, 2025), a masterpiece of historical and literary sleuthing, reveals that the era of Fox News and Donald Tr…
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An exploration of the mind of one of America's most beloved Founding Fathers and most brilliant minds, through the books he read and his social circles in the United States and Europe. Arguably the most intellectual, creative, cosmopolitan, and curious of the Founding Fathers, Benjamin Franklin is the only top-tier Founder not to have served as pre…
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Michael Broyles examines a wide variety of musical, technological, and social currents that helped to shape American music in Revolutions in American Music: Three Decades that Changed a Country and Its Sounds (Norton, 2024), but he accomplishes this by focusing on just thirty years. Broyles discusses three pivotal decades in US musical history: the…
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The New York Times-bestselling, National Book Award-nominated author of The Love Songs of W.E.B. Du Bois and The Age of Phillis makes her nonfiction debut with this personal and thought-provoking work that explores the journeys and possibilities of Black women throughout American history and in contemporary times. Honorée Fanonne Jeffers is at a cr…
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Kevin Nguyen, My Documents (One World, 2025) Kevin Nguyen is the author of the novel New Waves, published in 2020. He is the features editor at The Verge, where he publishes award-winning stories about labor, business, and policing, and was previously a senior editor at GQ. He lives in Brooklyn. Recommended Books: Annelise Chen, Clam Down Tash Aw, …
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Claiming Citizenship: Race, Religion, and Political Mobilization Among New Americans (Oxford UP, 2025) looks at Indian Americans, currently the second-largest group of immigrants in the United States, and a group that has seen significant representation in the three most recent presidential administrations. Prema Kurien asks how Indian Americans ha…
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How housing policy failed the people it was designed to help -- and how to fix it As the US struggles to provide affordable housing, millions of Americans live in deteriorating public housing projects, enduring the mistakes of past housing policy. In The Projects: A New History of Public Housing (NYU Press, 2025), Howard A. Husock explains how we g…
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When you think about European credit investing, most people assume it’s only for the big shops with billions under management. Agata Dornan, Founder & CIO of Chepstow Lane, is here to challenge that, and she’s doing it with smarts, grit, and real talk about what it really takes to succeed. Agata’s path to launching her own boutique wasn’t a straigh…
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When Leah Lax was asked to write an opera to celebrate local immigrants, she began by spending a year listening to accounts of upheaval, migration, and arrival told her in confidence by people from around the globe. She felt she had discovered America, found its great beating heart. In interludes between the astounding and powerful stories in Not F…
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Ana Hebra Flaster was six years old when her working-class family was kicked out of their Havana barrio for opposing communism. Once devoted revolutionaries themselves but disillusioned by the Castro government’s repressive tactics, they fled to the US. The permanent losses they suffered—of home, country, and loved ones, all within forty-eight hour…
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Produced by Foundersuite (for startups: www.foundersuite.com) and Fundingstack (for VCs: www.fundingstack.com), "How I Raised It" goes behind the scenes with startup founders and investors who have raised capital.This episode is with with Marlon Nichols of MaC Venture Capital, a a seed-stage venture capital firm that invests in technology startups …
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A vital examination of how social and economic justice organizations overcome resource disadvantages and build political power. Why do some coalitions triumph while others fall short? In Power to the Partners: Organizational Coalitions in Social Justice Advocacy, Maraam A. Dwidar documents the vital role of social and economic justice organizations…
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An Abundance of Caution: American Schools, the Virus, and a Story of Bad Decisions (MIT Press, 2025) is a devastating account of the decision-making process behind one of the worst American policy failures in a century—the extended closures of public schools during the pandemic. In fascinating and meticulously reported detail, David Zweig shows how…
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From Black clubwomen to members of preservation organizations, African American women have made commemoration a central part of Black life and culture. Alexandria Russell illuminates the process of memorialization while placing African American women at the center of memorials they brought into being and others constructed in their honor. Their oft…
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Stacy and Rob Morier met over 25 years ago at Julius Baer Investment Management, long before podcasting, LinkedIn, and fund manager personal brands were even a thing. Fast forward to today, and Rob’s resume reads like an adventure novel. He’s done it all. From Wall Street, to teaching the next generation about all things VC as a Professor at Drexel…
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On this episode, Dr. Ibe-Lamberts sits down with DJ & Artist Ashley Nosike (known as Nosike NRG). A rising star as a female DJ and artist, she discusses her transnational upbringing as a Nigerian, while going against the grain and against her parents' wishes to pursue entertainment rather than medicine. The journey and the growth are one of resilie…
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Even with the availability of new forms of storytelling, the memoir remains as one of the favored ways for combat veterans to tell their stories about war for a public eager to know. In American War Stories: Veteran-Writers and the Politics of Memoir (University of Massachusetts Press, 2021), Dr. Myra Mendible examines how combat veterans use the m…
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In Homes for Living: The Fight for Social Housing and a New American Commons (Beacon Press, 2025), urban planner and oral historian Jonathan Tarleton introduces readers to 2 social housing co-ops in Brooklyn and Manhattan. Longtime residents of St. James Towers and Southbridge Towers lock horns over whether to maintain the rules that have kept thei…
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Intelligence is all around us. We read about it in the news, wonder who is spying on us through our phones or computers, and want to know what is happening in the shadows. The US Intelligence Community or IC, as insiders call it, is more powerful than ever, but also more vulnerable than it has been in decades. It is facing the threat of rival intel…
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William L. Dawson (University of Illinois Press, 2024) by Gwynne Kuhner Brown is a biography of the Black American composer, conductor and pedagogue. She gives equal weight to the different aspects of Dawson’s career from his early training at Tuskegee Institute (now University) to his twenty-five years as director of choirs and composer at the sam…
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In Ghosts and Their Hosts: The Colonization of the Invisible World in Early America (University of Virginia Press, 2025), Dr. Sladja Blažan explains the foundational role of ghost stories in fostering the cultural imaginary, offering a medium for framing political ideologies, philosophical thought, racial anxieties, and social concerns. Ghosts and …
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Their Accomplices Wore Robes: How the Supreme Court Chained Black America to the Bottom of a Racial Caste System (Doubleday, 2025) takes readers from the Civil War era to the present and describes how the Supreme Court, even more than the presidency or Congress, aligned with the enemies of Black progress to undermine the promise of the Constitution…
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BOOKS UNDER DISCUSSION: Leslie Butler, Consistent Democracy: The "Woman Question" and Self-Government in Nineteenth-Century America (Oxford University Press, 2023). Holly Case, The Age of Questions: Or, A First Attempt at an Aggregate History of the Eastern, Social, Woman, American, Jewish, Polish, Bullion, Tuberculosis, and Many Other Questions ov…
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In Carceral Apartheid: How Lies and White Supremacists Run Our Prisons, Dr. Brittany Friedman delves into how the California Department of Corrections deployed various official, clandestine, and at times extralegal control techniques—including officer alliances with imprisoned white supremacists—to suppress Black political movements, revealing the …
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Tens of millions of children in the United States participate in youth sport, a pastime widely believed to be part of a good childhood. Yet most children who enter youth sport are driven to quit by the time they enter adolescence, and many more are sidelined by its high financial burdens. Until now, there has been little legal scholarly attention p…
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Being great at investing is one thing but if no one knows about you or what you stand for, good luck growing your fund. It might sound harsh, but it’s true. In today’s world, attention is the new currency and you can’t afford to ignore it. That’s why today, Stacy is bringing her friend Dr. Daniel Crosby back on the mic for a very special 100th epis…
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What if retirement planning wasn’t just about saving but about learning how to spend? In Part 2 of The Human Side of Retirement, Brendan Frazier continues his conversation with Dan Haylett to explore the emotional and psychological aspects of decumulation. They dig into the behavioral side of this transition, why a “save, save, save” mindset can ho…
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Biological justification for all forms of inequality has a long history, with the claim that particular groups suffer disproportionately from inherited flaws of ability and character used to explain a remarkably wide variety of inequalities. Providing an important critique of that biodeterminist history and how the Human Genome Project has inspired…
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In Too Good to Get Married: The Life and Photographs of Miss Alice Austen (Fordham University Press, 2025) by Dr. Bonnie Yochelson, explore Gilded Age New York through the lens of Alice Austen, who captured the social rituals of New York’s leisured class and the bustling streets of the modern city. Celebrated as a queer artist, she was this and muc…
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In light of recent conversations about the crisis of masculinity, let's revisit Dr. Andy Oler's book Old-Fashioned Modernism: Rural Masculinity and Midwestern Literature. I sat down with Dr. Oler to discuss the persistent anxiety about masculinity, the role of regional literature in American modernism, and the need for an expansive definition of th…
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Burdens of Belonging: Race in an Unequal Nation By Jessica Vasquez-Tokos, Professor of Sociology at the University of Oregon W.E.B. Du Bois famously pondered a question he felt society was asking of him as a Black man in America: “How does it feel to be a problem?” Jessica Vasquez-Tokos uses this question to examine how communities of color are con…
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