Finance Podcasts
Finance Podcasts
Finance Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
In this episode, Dan Caruso, founder and former CEO of Zayo, walks through his 45‑deal roll‑up strategy that delivered an 8.5x return, sharing how he built a disciplined, buyer‑led M&A thesis, sourced and integrated fiber assets, and allocated capital to create lasting value. He stresses the danger of chasing optics over fundamentals, urging first‑time acquirers to start with small, low‑stakes deals to gain real‑world experience. Caruso also reflects on his early career in telecom, the lessons from the WorldCom collapse, and how those insights shaped Zayo’s aggressive yet methodical acquisition playbook.
Artificial intelligence is reshaping fixed‑income markets, influencing capital demand, real interest rates, and debt issuance as firms fund AI infrastructure through bonds. Jeff Rosenberg of BlackRock Systematic explains how machine‑learning and generative AI enhance systematic investing, sentiment analysis, and issuer...
In this episode, Scott Zambucci, Managing Director at NIA1, discusses how his background in ultramarathons and scaling tech firms informs his approach to accelerating innovation in regulated financial services. He explains NIA1's core offering—a secure, off‑estate digital sandbox that streamlines...
In this episode, the hosts discuss the complexities of selling a private‑equity‑backed company, covering when to exit, why timing matters, and the role of market conditions, management goals, and fund‑level liquidity needs. They explain the typical five‑year investment horizon, how...
Quarterly estimated taxes are a mandatory pay‑as‑you‑earn requirement that many small‑business owners mishandle, leading to either penalties or unnecessary cash outflows. The podcast explains how relying on last year’s income, ignoring safe‑harbor thresholds, and poor bookkeeping cause over‑ or under‑payment....
In this episode of Motley Fool Money, hosts Tyler Crowe, Matt Frankel, and Lou Whiteman dissect a wave of high‑profile M&A activity, focusing on two massive food‑industry deals—a $26 billion acquisition of Restaurant Depot by Cisco Food Services and a $44 billion...
In this episode of Thoughts on the Market, Morgan Stanley’s Chief Fixed Income Strategist Vishy Tirupathor and Global Head of Private Credit and Equity David Miller discuss the current state of private credit, emphasizing that the sector has weathered past...
In this episode, Sean Wendell, founder of ERP Advisors Group, walks listeners through how to realistically calculate and achieve ROI on enterprise software projects. He emphasizes the need to set cross‑departmental goals, differentiate between quantitative and qualitative benefits, and recognize...
In a recent podcast, wealth strategist Bryan Hasling highlights three overlooked tax tools for angel investors: Section 1244 loss deductions, the nuances of Qualified Small Business Stock (QSBS) eligibility, and the audit risk of claiming zero‑tax QSBS gains. He explains that...
In this episode of the Tyler Tech Podcast, accounts payable specialist Holly Poole explains how Pickens County, Georgia transitioned from fragmented document‑management and accounting systems to a unified, cloud‑based ERP (ERP Pro) enhanced with AI‑driven invoice capture and AP automation. The new...
Jody Chapnick, a serial entrepreneur who grew up in Brooklyn, outlines the playbook behind his $500 million REIT IPO, a $250 million pharma exit, and multiple insurance roll‑ups. In a Centimillionaire Strategy Talk he breaks down how he raised hundreds of millions...
In this inaugural episode of JPMorgan’s EMEA in Conversation, Stu Cofer and Alison Livesey discuss how Europe’s payments landscape is rapidly accelerating, driven by instant payments, evolving regulations like PSD3, and a push toward interoperability and programmable finance. They highlight...
In this episode, Kevin Appleby talks with Kate Hayward, Managing Director of Xero UK, and David Tuck, founder of Mayday, about how finance teams can scale beyond $100 million in revenue while staying on Xero instead of migrating to a traditional...
In this episode, hosts David Shomer and Ken Wilson sit down with e‑commerce expert DJ Sprague to expose the "10 hidden revenue killers" that can drain up to 37.9% of a brand’s profit, from payment‑processor fees and false declines to...
The episode examines the resurgence of liquidity in European real estate credit, highlighting how banks have returned to the market alongside well‑capitalized debt funds. Guests Isabel Brennan (LaSalle) and Christian Janssen (Nuveen) explain that while core senior loans are now...
The episode examines the rapid growth of commercial lending by credit unions, highlighting how regulatory changes since the 1990s—especially the 2016 waiver process and the rise of low‑income designations—have allowed many credit unions to exceed historic lending caps. Dan Brown...
In this episode of Credit Crunch, Goldman Sachs’ global co‑head of high yield and bank loans, John McClain, discusses the current state of the below‑investment‑grade market, noting that high‑yield spreads have stabilized in the low‑300 bps range and that double‑B issuers are...
In this episode, Twilio CFO Aidan Viggiano discusses how the company pivoted from rapid growth to re‑establishing financial discipline amid slowing revenue, tighter cost structures, and the need to rebuild investor confidence. Drawing on her two‑decade GE background, she explains...
The episode examines the surprising resurgence of emerging‑market bond issuance, led by African issuers such as Angola and telecom tower firm Helios, while Central‑Eastern European and Middle‑Eastern markets remain largely dormant due to war‑related volatility. George Collard explains why lower‑rated...
In this episode of Startup to Last, Rick of LegUp Health explains how he revamped the company’s formula for allocating funds to growth, emphasizing the role of data as the foundation for AI-driven decision‑making. He shares recent internal developments, such...
In this episode, Django Davidson explains the capital cycle framework—a supply‑focused, mean‑reverting approach to investing that emphasizes measurable supply constraints over demand storytelling. He traces its origins to Jeremy Hosking’s experience with the PC boom, outlines how capital misallocation drives...
In this episode of JP Morgan’s Making Sense, hosts Shaini Das, Gustav Bogle (EMEA head of portfolio trading) and Marcus Imbert (North America head of portfolio solutions) examine how portfolio trading is reshaping global credit markets. They compare the faster‑growing, more transparent North...
In this annual financial recap, Amanda Adams (fiber artist) and Nicole Muller (painter/muralist) break down their 2025 earnings, expenses, and seven income streams, highlighting a $44,000 gross revenue and $8,000 net profit after major home repairs funded by local Baltimore...
In this episode, Carey Smith, Chief Technology Innovation Officer at Blue Cross and Blue Shield of Minnesota and President/CIO of Accelerate Health, explains how enterprises can move from static vendor questionnaires to continuous, AI‑driven monitoring of thousands of suppliers. She...
In this episode of REKT Vision, host Mando chats with crypto veteran G‑Money about the current market climate, noting that macro headlines—especially the Iran‑Israel conflict and its impact on energy prices—are driving a risk‑on/risk‑off swing that has kept crypto assets...
In this March 2026 episode of This Month in Banking, host Tara Ween interviews Matt Burke, CEO of Mutual Bank Corp., about the next growth strategies for community banks. Burke explains how the post‑COVID stimulus, rapid interest‑rate hikes, and shifting...
In this episode of the Dashboard Effect podcast, hosts Brick Thompson and Landon Oaks explore why the most valuable dashboards are often the simplest in appearance, yet the most complex to build behind the scenes. They share real‑world examples—including a...
In this episode, host Brian Dukes talks with serial entrepreneur Rachel Murphy about her two successful exits—first a consultancy she built in her early 20s and later a healthcare‑government services firm she grew to an eight‑figure sale. Rachel shares how...
In this episode of CFO Weekly, Jessica McClain, CFO of Girl Scouts Nation’s Capital, discusses the importance of lifelong learning for financial leaders, especially as AI and automation reshape accounting work. She shares how her background in public accounting and...
In this episode, host Kevin Appleby talks with Howard Francioni, a lead auditor at Akton Boundrie Group, about why information security is now a core responsibility for CFOs. They discuss the real‑world impact of cyber incidents—such as the Jaguar Land...
In this episode, Jana Scott, former IRS enrolled agent and founder of DeFi Tax, reveals that the crypto tax industry is built on fundamentally flawed methodologies, with her forensic audits of 14 major tax platforms and 53 crypto‑tax firms showing...
In this episode, Mark Gandy interviews Issan Isani about his book *Finding Value in Numbers*, which offers a practical, math‑light toolkit for CEOs, finance directors, and board members to assess and create value in growing businesses. They discuss the importance...
The Motley Fool Money team discusses OpenAI's strategic pivot ahead of a rumored 2026 IPO, noting the company's shift from consumer‑focused side projects like a browser and video app to enterprise‑grade products such as the expanded Codex platform. They explore...
In this episode, CFO Marc Mehlman of Ascensus shares how a non‑linear career—filled with lateral moves, operational roles, and a stint in investor relations—prepared him for the CFO office. He emphasizes that deep business exposure, pattern recognition, and credibility often...
In this episode of CFO Weekly, host Megan Weiss talks with Sara Wyman, CEO and founder of StackPak, about the evolving role of CFOs in vendor management and how AI can automate and streamline the process. Wyman explains that traditional...
In this episode, Gavin McGahey, CTO and co‑founder of AccountsIQ, discusses the evolution of finance technology from early cloud accounting to today’s AI‑enhanced platforms. He explains how AccountsIQ is integrating tightly scoped, audit‑able AI agents to automate routine tasks like...
The episode examines the staggering $442 billion loss to global financial fraud last year, highlighting how AI is making scams up to five times more profitable and enabling sophisticated operations in Southeast Asian "scam centres" that traffic victims like Annika from...
In this episode, Gary Guseinov, CEO of RealDefense, recounts how he grew the company from a $7M ARR acquisition in 2017 to $70M in revenue and $25M EBITDA today, primarily through a disciplined acquisition strategy that adds synergies, reduces CAC,...
In this episode, Francois Trouch, CEO and CIO of PIMCO Prime Real Estate, explains why real estate credit is a top investment theme for 2026, highlighting its attractive risk‑adjusted returns versus corporate debt and equity. He details the five segments...
The episode examines how a sudden oil price shock from Middle East tensions is reigniting dual risks in commercial real estate: sticky inflation and slowing growth. Stephen Bushbaum explains that this volatility is likely to tighten financing conditions, widen credit...
In this episode, BNY Mellon CIO Jason Granet discusses the current and future shape of the U.S. Treasury yield curve, arguing that recent flattening is a temporary, cyclical retracement and that a steeper curve is likely to resume. He and...
In this episode, IMF Assistant Director Amadou Sy explains the growing shift in African governments from external, often dollar‑denominated debt to domestic, local‑currency debt. He outlines the benefits of reduced currency risk and greater fiscal flexibility, while noting higher borrowing...
In this introductory episode of "Context," the hosts explain the show's premise: swapping roles each week to provide balanced perspectives while sharing their decades‑long journalism experiences. They emphasize the podcast’s mission to make New Zealand history accessible by linking past events...
In this episode of Credit Crunch, Mahesh Bhimalingam and guest Sarah Harrison discuss the impact of the Iran war and recent software sector volatility on global credit markets. They note that despite geopolitical tensions, credit spreads have remained relatively resilient,...
In this episode, JP Morgan’s Amaury Guzman, Kevin Foley (global head of capital markets) and Tarek Hamid (head of North American Credit Research) debrief the themes from their Global Leveraged Finance Conference, focusing on how heightened geopolitical risk—especially the Iran‑related oil...
In this episode, CFO Andrew Bender discusses how BNI Global transforms relationship‑driven networking into measurable financial performance, emphasizing the need to align KPIs with core business drivers. He shares his career journey—from investment banking to consulting and operational finance—and explains...
In this episode, Serena Tang explains how a surge in oil prices could undermine the traditional negative correlation between stocks and bonds that investors rely on for diversification. She outlines how the pandemic-era co‑sell‑off of equities and bonds was driven...
The panel explored how trade creditors can manage risk when dealing with financially distressed customers across sectors such as SaaS, food service, and construction. Joe Beatty highlighted rising payment failures and defaults, especially in subscription‑based services and small restaurant operators....
In this episode of The Signal, Jess Kirkpatrick, Vice President of Risk and Fraud at Worldpay (now part of Global Payments), explains why fraud prevention can’t be a set‑and‑forget function for platforms. She highlights common misconceptions—such as relying solely on...
In this episode, Kevin Appleby talks with Stevie Arroyo, founder of The Brand Exit, about the often‑overlooked asset of brand equity in M&A transactions. Stevie explains how brand equity—customers’ preference beyond product features—can be quantified using ISO 10668, which translates...
