Listener Questions: How Do I Create a Diversified Portfolio?
In this episode, retirement planner Roger Whitney breaks down how to build a diversified portfolio for retirees, starting with the fundamentals of diversification and asset allocation. He explains that diversification removes unsystematic risk while leaving only market risk, and that asset allocation—rooted in Modern Portfolio Theory—is the single most important decision, shaping risk‑return trade‑offs. Whitney then translates these concepts into a practical retirement “pie” with three layers: a contingency fund for unexpected expenses, a liquidity fund for near‑term spending, and a growth fund for long‑term compounding. He wraps up by answering listener questions and emphasizing that low costs, tax efficiency, and disciplined behavior are key to successful retirement investing.
Inside the Mind and Investment Playbook of StripMallGuy (Repost)
In this episode of the Crexie podcast, host Shanti Ryle chats with Don Tepman, founder of Town Center Capital and the social media persona "Strip Mall Guy," about his unconventional path into commercial real‑estate investing, from a commission‑only broker role...
Credit Crunch: Around the World of Global Credit in 60 Minutes
In this 60‑minute special, Bloomberg Intelligence’s global credit team walks through the latest dynamics across regions, starting with the Gulf Cooperation Council (GCC) where Basel Al‑Wakayan notes a surprisingly resilient credit market post‑ceasefire, tighter sovereign spreads and a shift toward...
Investing in Regeneration: Transforming Planning and Finance Through Systems Thinking
The episode explores how regenerative design can overhaul economic development by rethinking how projects are understood, planned, and financed. It argues that the real barrier to resilient, sustainable communities isn’t a lack of capital but the way investments are originated,...
Tuesday - April 21, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a down day in the markets, noting the impact of the Iran‑U.S. tension on oil prices, inflation expectations, and rising Treasury yields. He highlights stronger‑than‑expected March retail sales, pending...
A Portfolio Approach to Angel Investing
The episode walks listeners through Angel Academy’s portfolio‑based angel investing program, explaining how a group of accredited investors can pool capital into a fund that backs a curated set of early‑stage startups. Hosts outline the fund’s structure—minimum commitment of 37...
American Gold's Prez Sees Gold Hitting $6,000 Within 18 Months
The episode explores three main topics: the massive wealth transfer from baby‑boomers (about $84 trillion expected to shift by 2040) and how inheritors are often switching away from their parents' financial advisors; the outlook for gold, with American Gold Exchange president...
FamilyOffice10x - He Invested in Sequoia, Kleiner Perkins, Lightspeed, Anthropic, xAI, Stripe.. - Vishal Verma, Managing Partner, Edgewood Ventures
Vishal Verma, Managing Partner of Edgewood Ventures, discusses the evolution of his family’s single‑family office from its humble immigrant roots to a 30‑year venture investing powerhouse. He explains why the office allocates roughly 30% of its capital to private markets,...
Greatest Hits: Financial Planning 101 for College Students with Stephen Heath
In this episode of CFO Weekly, host Megan Weiss talks with Stephen Heath—a former high‑school dropout turned UC Berkeley graduate, CPA, litigation consultant, professor, and author—about the fundamentals of personal financial planning for college students. Stephen shares how a community‑college...
Another Bite at the Apple
The Reuters Morning Bid episode covers three main stories: tech stocks remain resilient despite escalating US‑Iran tensions and a looming cease‑fire deadline, Fed Chair nominee Kevin Warsh faces a tough congressional hearing focused on his independence and balance‑sheet views, and...
What to Look for in Warsh Nomination Hearings as US-Iran Talks Also in Focus.
The episode reviews the mixed market backdrop on April 21, 2026, highlighting a modest pullback in major U.S. indices while the Russell 2000 held steady and AI‑related stocks like Micron drove earnings revisions. It delves into escalating geopolitical risk as...
New Normal, New Opportunities W/ Triton’s Peder Prahl
In this episode, Hugh MacArthur talks with Peter Prahl, founding CEO of Triton, about navigating the new normal of higher interest rates, tighter leverage, and heightened geopolitical uncertainty. Prahl explains why these conditions create attractive buying opportunities, highlighting value dislocations...
Arrow Global’s Playbook for Value-Add Returns in European Hospitality
In this episode, Stuart Watson talks with John Calveo, Managing Principal at Arrow Global, about the firm’s strategy for generating value‑add returns in Southern European hospitality. Calveo explains how Arrow leverages a mix of private credit, distressed‑debt, and occasional equity...
Cost Segregation & 179D Updates for Real Estate
In this episode of the Cherry Becker Tax Beat, hosts Michael Ronski and Sarah McGregor discuss two powerful tax tools for real‑estate owners: cost segregation studies and the Section 179D energy‑efficient commercial building deduction. Experts Marty Karaman, Daniel Hurtado, and Andre...
Meeting Primary Health Properties CEO: Lee and The IC
In this episode of Lee and the IC, Alex Newman and Lord John Lee sit down with Mark Davies, CEO of Primary Health Properties (PHP), the UK’s leading healthcare REIT. Davies outlines PHP’s 30‑year track record of dividend growth, its...
Are Robotaxis Coming to a City Near You?
In this episode of Motley Fool Money, the hosts discuss two major topics: QXO's $17 billion acquisition of Top Build and Tesla's rollout of robo‑taxis into Dallas and Houston. They analyze the strategic rationale behind Brad Jacobs' consolidation play in the...
Memory Mania, Mag 7 Rebound, & More
In this episode of ETF Spotlight, host Nina Mishra talks with Dave Mazza, CEO of Roundhill Investments, about the explosive rise of memory-chip stocks and the launch of Roundhill’s new DRAM ETF, which has amassed nearly $1 billion in assets in...
Adding Context to COPA: Where Are We in The Regulation Cycle of NYC Multifamily?
In this episode Roman Sinclair of Sinclair Realty Group breaks down the Community Opportunity to Purchase Act (COPA), a proposed New York City law that would give nonprofits priority access to multifamily building sales and impose a 120‑day transaction timeline....
Fiduciary Trust's Sanchez: Solid Fundamentals Will Win Out
In this episode, Ron Sanchez, CIO of Fiduciary Trust, argues that both macroeconomic and corporate fundamentals remain strong despite recent geopolitical shocks, and that earnings will ultimately drive market direction. Vijay Marolia of Regal Point Capital provides a week‑ahead market outlook,...
Morning Market Brief
Lawrence Fuller reviews a three‑week rally that pushed major indexes to record highs, but warns that renewed tensions in the Strait of Hormuz and Iran’s attacks on shipping could spark a supply shock and higher energy prices. He explains how...
Latest Fundraising Data: Volumes Fall but Less Time Is Spent on the Road
In Q1 2026 global real‑estate fundraising slipped to just under $44 billion, down sharply from $81.4 billion a year earlier, as mega‑funds faded and managers pursued smaller, more targeted raises. Value‑add strategies now dominate, capturing about 53% of capital, while opportunistic funds fell...
Credit Crunch: Saturna’s Drum on Sukuk Growth, Geopolitical Risk
In this episode of Bloomberg Intelligence’s FIC Focus, host Noel Hebert talks with Patrick Drum, fixed‑income lead at Saturna Capital, about the rapidly expanding sukuk market – the Islamic‑compliant bond universe now exceeding $1 trillion in issuance. Drum outlines the market’s...
Stocks Rip to Record Highs, Leaving War in the Dust
In this episode the hosts dissect why U.S. stock indices are soaring to record highs despite geopolitical turmoil, rising oil prices, and inflation fears. They argue that the market’s rally is driven by a narrow set of AI‑focused mega‑caps that...
Warner Bros. Shareholders: You’re Being Lied To (Vote Is Thursday)
The episode breaks down the looming shareholder vote on Warner Bros. Discovery’s $111 billion merger with Paramount, highlighting a last‑minute 14‑page proxy correction that reveals undisclosed conflicts of interest involving the deal’s advisory banks. Host Dre explains how a shareholder lawsuit...
Monday: Oil & US$ to Rise as Strait Closes Again
The episode examines the renewed closure of the Strait of Hormuz after Iran attacked two vessels, sparking a rebound in oil prices and heightened geopolitical risk. ANZ economists explain that while oil may climb $1 per barrel in Asian trade,...
6G Podcast - Amazon's $11B Acquisition, Verizon & FIFA, AST SpaceMobile Launch, Ericsson's Struggles
In this episode the hosts discuss Amazon’s $11 billion acquisition of Globalstar, exploring how the deal will expand Amazon’s Leo satellite service and its implications for Apple’s emergency‑text offering and future D2D mobile connectivity. They then examine Ericsson’s weak Q1 earnings,...
Episode 423 Option Trading Podcast April 17, 2026
In this 13‑minute episode of The Weekly Option, host Eric reviews last week’s option trades on Cypher Mining, Hertz, Rivian, and the iShares Bitcoin Trust, highlighting successful outcomes and the importance of healthy skepticism in trade selection. He then introduces...
Global Data Pod Weekender: Much Ado About Oil
In this J.P. Morgan Weekender episode, Bruce Kasman and Joe Lupton dissect the implications of a potential reopening of the Strait of Hormuz and a broader U.S.-Iran agreement on oil markets. They outline a baseline scenario where a modest, sustained...
Global FX: Cease-Fire, the Dollar, DM/EM FX Impact, IMF Round-Up
In this episode, J.P. Morgan FX strategists discuss the market reaction to the recent cease‑fire announcement, noting that high‑yielding currencies like Brazil, the Australian dollar and emerging‑market (EM) FX have rebounded, while low‑yielders such as the Chinese yuan have lagged....
What It Takes to Break Issuance Records in Volatile Markets
The episode examines a wave of record‑breaking bond issuances across sovereign, supranational, provincial and corporate markets amid heightened geopolitical tension from the Iran conflict. Hosts highlight how the UK, Italy, France, the European Investment Bank, the Asian Infrastructure Investment Bank...
Global Commodities: Prices Get Relief
In this episode, J.P. Morgan Global Commodities Research analyst Greg Shearer explains how the recent reopening of the Strait of Hormuz and damage to Middle‑East aluminum smelters are reshaping supply dynamics for both oil and aluminum. He uses a "black‑hole"...
#707: Q&A: LIVE From Texas A&M Texarkana
In a live Q&A at Texas A&M Texarkana, host Paula Pant and former financial planner Joe Salcihai answered student questions about career choices, money management, and avoiding regret. They emphasized following curiosity over passion, building autonomy, mastery, and purpose at...
Back From the Fields: Romania and Ukraine Crop Tours Apr 26
In this episode Angelica and Claudia review their March virtual crop tours of Ukraine and Romania, updating the 2026‑27 wheat forecasts to 23.5 Mt for Ukraine (down 0.4 Mt due to a smaller harvested area but with yields steady at 4.6 t/ha) and...
University Innovation Districts Outperform Every Real Estate Metric - Where We Buy #379
In this episode, JLL researchers Emily Crutcher and Elsa Wilson examine 18 university‑anchored innovation districts across the United States, showing that office and retail properties in these zones enjoy significantly lower vacancy rates and rent premiums—up to 36% above national...
Greggs, Domino’s Pizza & Asda: Why They’re Pivoting
In this episode Dan Coatsworth and Charlene Young discuss the latest market dynamics amid the Middle East conflict, highlighting a modest risk appetite as oil dips below $100 per barrel and fund managers remain cautiously bullish despite a bearish sentiment...
The Credit Mosaic: A Unified Approach to the Future of Trading
In this 17‑minute episode, J.P. Morgan’s Olivier Cashfinger and Nick Adrella explain how the firm’s Global Investment Grade and Macro Credit Trading units were created to break down silos, integrate balance‑sheet risk, and combine high‑touch and systematic trading. They highlight...
Transform Tax Season Into Year-Round Client Value with Dr. Brianne Smith
In this episode, Kerry Simmet talks with Dr. Brianne Smith, a CPA and financial planning veteran, about how integrating personal financial planning (PFP) transforms a CPA’s client service model. Smith explains that adding planning not only deepens client relationships and...
Chip Stocks and Bank Earnings Extravaganza
The episode reviews Q1 earnings from major banks—Bank of America and Charles Schwab—and two semiconductor giants, ASML and TSMC, highlighting strong revenue growth, robust trading volumes, and solid credit quality in banking, while noting the "lumpy" nature of brokerage earnings....
Apr 16 | Commodity Week
In this episode of Commodity Week, Todd Gleason and panelists Naomi Bloom, Greg Johnson, and Jim McCormick discuss the current pressures on U.S. corn and soybean markets, focusing on rising fertilizer costs, supply chain disruptions in the Middle East, and...
Worki Raises $2.75 Million in Pre Seed Funding
In this episode of Speaking of RegTech, host Chris Russell highlights Worki's recent $2.75 million pre‑seed round led by Redesign Health and Healthliant Ventures. Worki’s WorkEase platform connects existing HR systems like Workday, Oracle, and ServiceNow with AI‑driven tools that create...
The Road That Runs Through Tehran: Pepe Escobar on the Corridor Reshaping the World
In this episode of Think Bricks, journalist Pepe Escobar discusses his documentary "Golden Corridor," which reveals the emerging North‑South transport corridor linking Russia, Iran, and India—a multimodal network of rail, road, and sea routes that integrates Eurasia and complements China’s...
Baird's Diederich: Yields Look Attractive Amid Short-Term Inflation Rise
In this episode, Baird Portfolio Manager Gabe Diedrich explains why bond yields remain attractive despite a short‑term uptick in inflation, emphasizing that the Federal Reserve is likely to pause rate cuts until more data arrives. He notes that the labor...
Do You Want a Plan or a Crisis? Connecting the Older and Younger Generation in Farm Transition
In this Real Agriculture episode recorded at the Advancing Women’s Conference, senior wealth advisor Sandra Misenko‑Merkley discusses the critical importance of financial succession planning for farm families. She emphasizes the need for a multidisciplinary team—including accountants, lawyers, and insurance strategists—to...
Mounting Risks for Global Beef Prices: What's Driving Market Uncertainty?
In this episode of Platts Commodities Focus, analysts discuss tightening global beef markets driven by constrained US cattle supplies, China's new safeguard tariffs, and the impact of the Middle East war on freight costs. US herd shrinkage and reduced Mexican...
Trump Wants Regime Change at the Fed
In this episode, Paul Krugman warns that former President Donald Trump is attempting to undermine the Federal Reserve’s independence by pressuring for lower interest rates and targeting Fed officials. Krugman explains why monetary policy is a technical, credibility‑driven tool that...
From Losing $1M a Month to a $1B Exit — Jim Sorenson on Building Impact That Pays
In this episode, Jim Sorenson recounts how he turned a company burning $1 million a month into a near‑$1 billion exit in under three years by pivoting from a mass‑market video‑compression startup to a niche video‑relay service for the deaf and hard‑of‑hearing....
A Better Way to Money
In this brief episode of "A Better Way to Money," host Jennifer Bourget recaps the podcast's mission to explore the emotional and relational aspects of finance, emphasizing that money decisions are tied to deeper life values. She debunks the myth...
The Economics of Nitrogen, a Phosphorus Squeeze, and the Science Fair | Wheat Pete's Word, Apr 15, 2026
In this episode of Wheat Pete's Word, Pete discusses the stark regional weather variations across North America and their impact on wheat and corn planting, highlights a looming phosphorus fertilizer shortage due to mine closures in Brazil and Morocco, and...
Nike’s Reality Check
The episode examines Nike’s ongoing turnaround under CEO Elliot Hill, focusing on flat Q3 sales, investor impatience, and the brand’s struggle to craft a compelling narrative despite strong product innovation and scale. BOF analyst Mike Sykes highlights modest wins in...
Wall Street Near All-Time Highs, Optimistic on War
In this 13‑minute Schwab Market Update, host Keith Lansford reviews the latest market drivers, noting that major indexes opened near all‑time highs on optimism about potential Middle‑East peace talks and a drop in oil prices to around $92 per barrel....