Banking's Next Growth Move
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 consumer behavior have forced banks to move away from physical branch expansion toward shared‑service models, strategic partnerships, and selective mergers—highlighting recent deals with Fidelity Cooperative Bank and the upcoming Bluestone Bank merger. He emphasizes the importance of cultural fit, geographic diversification, and maintaining a community‑bank mission over growth for its own sake, noting that mutual‑bank structures enable mergers without monetary consideration but still require careful alignment of balance‑sheet strength and brand identity.
The Hidden Complexity Behind Simple Dashboards
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...
Exited Founder Podcast | Rachel Murphy: Selling to a Competitor and Building a Founder Exit Playbook
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...
Greatest Hits: Building Learning Cultures in Finance with Jessica McClain, CFO at American Staffing Association
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...
#276 Why Information Security Is Now a CFO Responsibility, Howard Francioni, Lead Auditor, Akton Boundrie Group
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...
Crypto Tax Secrets From an IRS Agent Who Audited 14 Platforms
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...
Finding Value in Numbers
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...
OpenAI’s Strategy Shift Ahead of IPO
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...
1171: How CFOs Rise by Learning Sideways First | Marc Mehlman, CFO, Ascensus
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...
AI-Powered Vendor Management and How CFOs Streamline Operations with Sara Wyman, CEO & Founder at Stackpack
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...
#275 How to Choose Between AI-Native Tools and Proven Finance Platforms, Gavin McGahey, CTO & Co-Founder, AccountsIQ
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...
Global Financial Fraud Hits $442bn
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...
From $7M to $70M Revenue: How RealDefense Scaled Through Acquisitions | Gary Guseinov
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,...
PIMCO Prime's Trausch on Seizing Real Estate Credit Opportunities in 2026
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...
384. Volatility Returns: Oil Shock, Two Market Risks, Student Housing Exposure, Savills-Eastdil Deal, & More Impactful Headlines
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...
Macro Matters: Yield-Curve Scenarios with BNY’s Granet
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...
Amadou Sy on Why Africa Is Keeping Its Debt Closer to Home
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...
Context
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...
Credit Crunch: Iran War, Software Rout and Credit a Safe Haven
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,...
How Are Geopolitics and AI Trends Impacting Leveraged Finance?
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...
1169: Thinking Bigger on the Road to the CFO Role | Andrew Bender, CFO, BNI Global
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...
Oil Rally Tests Diversification Strategy
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...
Managing Risk in Financially Distressed Customers
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....
The Signal: The Reality Behind Platform Fraud with Jess Kirkpatrick, Worldpay | Episode 473
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...
#274 How to Value Brand Equity in an M&A Deal, Stevey Arroyo, Founder & Partner, The Brand Exit
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...
Unclaimed Property Laws (#391)
In this episode Steve Bragg explains unclaimed property—assets like uncashed checks, dormant accounts, and gift‑card balances that remain on a company's books until state law forces a transfer. He outlines the fragmented state‑by‑state legal framework, the priority rules that determine...
Masters of the Muniverse: MMA Founder Doe on Prediction Markets
In this inaugural Bloomberg Intelligence FIC podcast, municipal market veteran Tom Doe discusses the emerging role of prediction markets—platforms like Polymarket and CalSHE—in providing real‑time sentiment and risk data for municipal bonds. He explains how these markets could address shortcomings...
Special Episode: Rethinking the ERP Upgrade Path
In this special episode, Intuit’s Executive Vice President and General Manager of Mid‑Market, Ashley Still, challenges the traditional belief that fast‑growing companies must abandon QuickBooks for a heavyweight ERP. She introduces Intuit Enterprise Suite, an ERP that retains QuickBooks‑like usability...
How Ledge Reached $1M ARR with 24 Customers Paying $3K/Month | Tal Kirschenbaum
In this episode, Tal Kirschenbaum, co‑founder and CEO of Ledge, explains how his AI‑native financial close platform reached $1M ARR by serving roughly 24 mid‑market enterprise customers at an average of $3,000 per month. He details Ledge’s focus on automating...
Derek Pilecki on Long/Short Financials Investing, Regional Banks, Non-Banks and Insurance | S08 E08
In this episode, Derek Pilecki of Gator Capital discusses why small‑cap and regional banks are deeply undervalued, trading well below historic 10‑14x PE ranges, and outlines his deep‑value, long/short strategy focused on financial services. He explains the lingering effects of...
1167: CFO Leadership at Venture Inflection Points | Intekhab Nazeer, CFO, Lineaje
In this episode, CFO Indikab Nazir discusses how finance leaders can become strategic partners by immersing themselves in go‑to‑market operations and pipeline dynamics, especially during venture‑backed inflection points. He shares lessons from early mentorship, interim CFO roles, and scaling companies...
The “Entrepreneurs On Fire” Cash Machine
In this episode the host rebrands the show as “Cash Machines” and dives into a deep financial analysis of John Lee Dumas’s “Entrepreneurs on Fire” podcast. He outlines the business’s revenue and profit trajectory—peaking at $4 M revenue and $3 M profit...
Build a Business That Sells Without You
In this episode of M&A Talk, host Jacob Oros interviews serial entrepreneur Travis Jameson, who has founded and exited a dozen businesses across tech, e‑commerce, SaaS, and health products. Jameson shares his core lesson for building a sellable company: make...
How Back Leverage Is Revolutionizing European Real Estate Debt Markets
In this episode Stuart Watson talks with Reed Smith partner Josh Hughes and Knight Frank associate Jess Qureshi about back leverage – the practice of borrowing to fund existing debt – and its rapid rise in European real‑estate finance. They...
The Nakamoto Flywheel Strategy for Scaling a Bitcoin Treasury with BTC Inc | BFC Show Ep. 28
In this episode, host Pierre Rochard chats with Tyler Evans of Nakamoto about the evolution of Bitcoin media, conferences, and the launch of UTXO Management, culminating in the merger of these businesses under the publicly listed Nakamoto company. Evans explains...
Building Efficiency in the Epping, NH School District
In this episode, business administrator Christine Veda discusses how the Epping, NH School District transformed its operations by replacing manual, paper‑based processes with Tyler Technologies solutions. She highlights the shift toward automation in HR, finance, and onboarding, which improved accuracy,...
What Two PE Exits Taught James About Winning as a CFO
In this episode, James Carver, a CFO with two private‑equity‑backed exits, walks through his career—from trading desks and investment banking to leading finance functions in mid‑market companies—and shares the operational and strategic levers that drove value in each sale. He...
#273 How CFOs Can Increase Company Valuation, Matteo Turi, Chief Operating Financial Officer, Letoon Holding Ltd
In this episode, CFO Matteo Turi introduces the "valuation triangle," a three‑part framework he co‑developed with the University of Plymouth to turn companies into investable assets. The first side focuses on monetizing intellectual property—licensing, franchising, joint ventures—to create intangible value...
The Debt Reckoning: Rodrigo Valdés and Era Dabla-Norris
In this IMF podcast, Directors Rodrigo Valdés and Deputy Era Dabla‑Norris discuss the surge in global debt, now approaching 100% of GDP, and the challenges of translating fiscal policy into politically viable actions. They explain how pandemic‑driven spending, prolonged low...
Credit Crunch: IR+M’s Gubitosi on Corporates, Securitized Value
In this episode of Credit Crunch, Noel Hubert interviews Jim Gubitosi, co‑CIO of Income Research & Management, about the firm’s evolution from a modest $10 bn AUM boutique to a $130 bn fixed‑income specialist. Gubitosi recounts how the 2007‑08 financial crisis forced...
AM Best: Caribbean Insurers’ Reinsurance Costs, Capacity Constraints Moderate, Although Climate Vulnerability Remains
In this episode, AM Best analysts Bridget Mayer and Ann Modica discuss their latest report on Caribbean insurers, highlighting that reinsurance costs and capacity constraints have eased due to a low catastrophe year and softer property reinsurance pricing. Insurers have...
1166: Building Equity Value in a Capital-Intensive World | Derek Doyle, CFO, C Spire
In this episode, CFO Derek Doyle discusses how capital discipline, not just network assets, drives equity value at C Spire, a privately held telecom and technology company. He draws on his background in public accounting, international CFO roles, and transformation...
The Uranium Deal 10 Years in the Making (Brandon Munro)
In this episode, host Jonas interviews uranium expert Brandon Munro about Bannerman Resources' landmark deal with China National Nuclear Corporation (CNNC), which sees CNNC acquire a 43% stake in the Etango uranium project in Namibia. Munro explains the decade‑long journey,...
From $187M Ecommerce to $5M ARR SaaS: Spresso's Post-Bankruptcy Pivot to Enterprise Software | Jared Yaman
In this episode, Jared Gaiman, co‑founder of Boxed and current CEO of Spresso, recounts the rise of Boxed from a $187 M e‑commerce business to its Chapter 11 filing and subsequent pivot to a $5 M ARR SaaS model focused on enterprise software...
🎥 MSCI's Luke Flemmer - "Bringing Clarity to Investment Decisions"
In this episode, Luke Flemmer, head of private assets at MSCI, explains how standardizing and normalizing data can unlock transparency, price formation, and liquidity in private markets, drawing parallels to past evolutions in bonds, FX, and equities. He argues that...
How Capital Is Powering the AI Infrastructure Buildout with Magnetar Capital Managing Director Neil Tiwari
In this episode, Magnetar Capital Managing Director Neil Tiwari explains how his firm finances the massive AI compute infrastructure boom, leveraging its expertise in private credit, real‑estate, and energy assets. He details innovative financing structures—such as SPV debt backed by...
Defining, Measuring, and Communicating the Value of AI
In this Technovation episode, a panel of CIOs discusses how to define, measure, and communicate AI value, sharing real‑world approaches from Ally Financial and Avery Dennison. Satish Muthukrishnan describes Ally’s cautious, 18‑month rollout of Ally.ai, emphasizing risk‑based governance, human‑in‑the‑loop design, and...
Jonathan Tepper on The Myth of Capitalism, His "Shooting Up" Memoir and $BKMG | S08 E07
In this episode, Tobias Carlisle and Jake Taylor interview Jonathan Tepper, founder of Previt Capital and author of *The Myth of Capitalism*. Tepper explains his investment approach—buying high‑quality, dominant companies at a discount to intrinsic value—and illustrates it with the...
Exited Founder Podcast | Sean McKenna: How He Sold His HR Tech Startup to Dayforce in 16 Months
In this episode, Sean McKenna recounts how he founded Data Fusion HCM, a payroll and HR‑tech integration platform, and sold it to Ceridian (now Dayforce) within 16 months. He explains the strategic advantage of building a product that solved a...
Credit Crunch: Around the World of Global Credit in 60 Minutes
The Bloomberg Intelligence FIC team examined global credit trends, focusing on a surge in Asian convertible bonds driven by higher rates, equity volatility, and issuer demand for cheap funding, while noting a slowdown in Chinese dollar bond issuance as firms...