How to Become a CFO: The Real Career Path, Skills & Decisions That Matter
In this episode of CFO Weekly, Megan Weiss talks with David Liu, CFO of Success KPI, about the unconventional yet strategic path to becoming a chief financial officer. Liu highlights the pivotal role of GE Capital’s two‑year rotational program, diverse industry experiences—from risk management at Citigroup to finance leadership at Amazon and high‑growth SaaS firms—and cross‑functional partnerships that built his decision‑making toolkit. He stresses that technical finance expertise alone isn’t enough; aspiring CFOs must cultivate broader business perspective, leadership skills, and mentorship networks. The conversation wraps up with practical advice to avoid staying too long in one niche and to continuously seek varied challenges.
Credit Scores vs Bank Data: Why Lenders Are Switching
In this episode of FinTech Confidential, host Ted Huff talks with Jamie Twist and Casey Kaplan of Carrington Labs about why lenders are moving away from traditional credit scores toward bank transaction data and AI-driven cash‑flow underwriting. They explain how...
Cordoba's Sheikh: The Market's 'Dislocated Areas' Are Its Best Opportunities Now
In this episode, chief investment officer Abe Shaikh of Cordoba Advisory Partners discusses how the current oil market’s “dislocated areas” – such as supply constraints from the Red Sea and potential Hormuz closures – create lucrative opportunities as prices are...
Bed Bath & Beyond Is Back And It Just Bought The Container Store For $150M | Fast Five Shorts
The episode examines Bed Bath & Beyond's $150 million acquisition of The Container Store, exploring how the merger will create a combined home‑organization ecosystem by integrating Container Store locations with dual‑branded offerings. Hosts debate the financial logic versus the consumer experience,...
State of Distressed Debt: Weber, Aguirre on Attaining Owner DNA
In this April 2026 episode of Bloomberg Intelligence’s State of Distressed Debt, hosts Noel Hebert, Phil Brundell, and Nagisa Beluku review recent market trends—highlighting a modest decline in distressed high‑yield ratios, sectoral stress in communications and technology, and the lingering...
How Bond Issuers Will Take Advantage of Iran Ceasefire
The episode examines how the recent Iran‑US ceasefire is reshaping bond issuance in the Gulf and broader emerging markets. With public markets still volatile, sovereigns like Abu Dhabi and Qatar, as well as Egypt, have turned to private placements, accepting slightly...
Mariner's Krumpelman: Buckle up to Ride the S&P to 7,700 by Year's End
In this episode, host Chuck Jaffe interviews three experts—Jeff Crumpleman of Mariner Wealth Advisors, John Cole Scott of CEF Advisors, and James Abate of Horizon Investments—about navigating the current market volatility. Crumpleman reaffirms his pre‑war forecast that the S&P 500 will...
US Rates - GSIB and Basel III Endgame Update
In this episode, JPMorgan researchers Ipek Ozil and Teresa Ho break down the latest Basel III endgame and GSIB surcharge proposals, focusing on how the changes will affect funding markets, especially repo and swap spreads. They explain that the new...
Accounting for Cannabis (#393)
In episode 393, Steve Bragg explains how the federal prohibition of marijuana under Section 280E forces cannabis companies to treat book accounting and tax accounting as two separate, often divergent, processes. While financial statements follow normal GAAP, the IRS disallows...
10 Advanced Capital Raising Strategies That Took Raising $1 Billion + 10+ Years to Find Out
In this episode, Chip and Sam Perkins of Perkins Fund Park share the hard‑won lessons from three decades of raising capital, having closed over $7 billion for alternative‑asset managers. They stress that deep, personal relationships, transparent communication, and realistic growth plans...
After The Exit | Ariana Pareja on Building, Selling and Starting Again
In this episode, serial entrepreneur Ariana Pareja shares her journey from early real‑estate hustles to co‑founding Remind, a real‑estate tech platform that scaled to over a million agents and was acquired for $53 million. She discusses the emotional roller‑coaster of big...
Exited Founder Podcast | Andrew Kirpalani: From Bar Napkin to Acquisition — Exiting WorkHound
In this episode, co‑founder and CTO Andrew Kirpalani recounts how a $20K accelerator deal sparked the creation of WorkHound, a mobile‑first employee engagement platform for truck drivers. He explains how his varied startup engineering background informed the product’s design and...
1177: Navigating an Acquisition at the Edge of Change | Tom DiDesidero, CFO, SmartRecruiters
In this episode, CFO Tom DiDesidero discusses SmartRecruiters' acquisition by SAP amid a rapidly evolving AI-driven SaaS landscape, highlighting the challenges of fast integration, cultural alignment, and shifting business assumptions. He shares his unconventional career path—from early roles in small...
E720 | Henrietta Moon, Carbo Culture on Building Multi-Revenue Carbon Removal
In this episode, Henrietta Moon, founder and CEO of Carboculture, explains how her company uses high‑temperature biochar factories to simultaneously produce renewable energy, premium growing media, and permanently sequester carbon for centuries. She outlines a full‑stack business model that sells...
SPONSORED EPISODE: Allied Solutions Reviews Q1, Pinpoints Signals of Loan Health
In this sponsored episode of the Auto Remarketing Podcast, Allied Solutions’ experts Peter Kroll and John Elias dissect Q1 2026 trends in auto lending. They highlight lenders’ challenges with new AI investments, portfolio servicing complexities, rising fraud, and the impact...
5 Unique Strategies that Led to Our Capital Raising Success | Brian Mac Mahon, Expert Dojo, VC Arm of $1B+...
Brian Mac Mahon, founder of Expert Dojo—the venture arm of a $1 billion‑plus single‑family office—revealed five unconventional tactics that have powered over 300 startup investments. He emphasizes that only three variables truly drive every investment decision, rendering traditional networking largely obsolete....
IPO Readiness for CFOs: Processes, Controls & Strategy for Going Public
In this episode of CFO Weekly, Ignacio "Nacho" Redondo, SVP of Finance at NextPower (formerly NextTracker), shares how he prepared the solar‑tech company for an IPO by building robust financial processes, internal controls, and operational discipline. He recounts his unconventional...
Defeating the Single Point of Failure W/ Mike Belshe of BitGo | BFC Show Ep. 33
In this episode, BitGo co‑founder Mike Belshe discusses the origins of BitGo, its pioneering use of multi‑signature (multi‑sig) technology to eliminate single points of failure, and how the company evolved from a self‑custody solution into a regulated global custodian with...
Bitcoin’s "iPhone Moment" Is Here W/ Strive Chief Officers | BFC Show Ep. 32
In this episode, Strive’s chief officers—Matt Cole, Jeff Walton, and Ben Workman—discuss how the company is pioneering Bitcoin‑backed treasury strategies and digital credit products to address the U.S. retirement crisis. They explain their model of treating Bitcoin as a perpetual...
Private Credit Is Cracking—Rationing Begins & COMEX Stress Rises
The episode examines the rapid expansion of private credit, now accounting for 15‑20% of the U.S. loan market, and the growing nervousness among banks and investors. Host highlights how private credit surged over 50% in loan growth during the past...
The Gulf’s Banks Get Ready for Recession
The episode examines the resilience of the sub‑sovereign and supranational bond market amid Middle‑East tensions, highlighting strong issuance and investor demand for AAA‑rated public‑sector bonds despite rising yields. Hosts discuss recent deals across Europe and New Zealand, noting that issuers...
OpenAI's $121B Funding Round Explained
In this episode, host Jaden Schaefer breaks down OpenAI's historic $121 billion funding round that valued the company at $852 billion, detailing the major investors—Amazon, NVIDIA, SoftBank—and the conditional nature of Amazon's $35 billion commitment. He also examines Huawei's new 950 PR AI chip,...
Macro Matters: The Auto ABS Landscape With BI’s Chadehumbe
In this episode, Bloomberg Intelligence ABS strategist Rod Chattagumbe discusses his newly released Auto ABS Primer, highlighting that auto ABS spreads have compressed to below their five‑year average and now appear relatively rich. He explains that strong upgrade‑to‑downgrade ratios—154 upgrades...
Jess Conroy, CEO of ROH, on Building the Financial Core Hotels Never Had
In this episode, Peter Renton interviews Jess Conroy, CEO and co‑founder of Roe, about the massive gap in financial infrastructure within the hospitality industry. Conroy explains how hotels still rely on manual, error‑prone processes to capture, reconcile, and track payments—from...
Women of the New Frontier: Capital, Ownership & The Founder’s Journey W/Allison Ellsworth, Rachel Roy & Theresa Fette
In this episode, founders Allison Ellsworth (Poppy Soda), designer Rachel Roy, and fintech entrepreneur Theresa Fette discuss their journeys from humble beginnings to multi‑billion‑dollar exits, emphasizing the importance of owning control, embracing embarrassment, and making bold, sometimes "stupid" decisions. They...
M&A Roll-Up Playbook: How Zayo Did 45 Acquisitions and Returned 8.5x | Dan Caruso (Part 1)
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...
256: AI and Bond Markets: How Artificial Intelligence Is Reshaping Fixed Income Investing
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...
From Ultramarathons to Market Shifts: Scott Sambucci on Leading Innovation
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...
When And How To Sell Your Company
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 101 (How to Stop Overpaying or Underpaying)
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....
Nobody Told Us This Was M&A Week
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...
A New Test for Private Credit
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...
Achieving True ROI on Your Enterprise Software Investments - The ERP Advisor Podcast Episode 138
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...
Episode 58: "$15 Million in Capital Gains: Gone" Startup Wealth Strategist Bryan Hasling on What Angel Investors Need to Know...
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...
Automation and AI at Work in Pickens County
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...
From Brooklyn to $500M Exits: 7 Capital Raising Secrets | Centimillionaire Strategy Talk
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...
EMEA in Conversation | Eyes on Europe
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...
#277 How CFOs Scale to $100M+ Without Leaving Xero, David Tuck, Founder, Mayday and Kate Hayward, Managing Director UK, Xero
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...
The Hidden Ecommerce Revenue Killers Eating Your Margins with DJ Sprague
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...
'A Golden Period': Seizing the Moment in European Real Estate Credit
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...
Are Credit Union Commercial Loans Risky Business?
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...
Credit Crunch: GSAM’s McClain on High Yield Risks, Resilience
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...
1174: When Finance Must Reset the Narrative | Aidan Viggiano, CFO Twilio
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...
News From the Frontier: Africa Leads Emerging Market Bond Revival
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...
How Much to Invest in Growth
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...
How Capital Cycles Create 100 Baggers (Django Davidson)
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...
Portfolio Trading Is Reshaping Credit - Here's How
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...
Amanda and Nicole Talk Financial Reflections: 2025
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...
Managing Third-Party Risk at Scale Without Drowning in Surveys - with Carey Smith
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...
Is Risk Appetite Returning to Crypto? | REKT Vision with Mando & Gmoney
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...