#711: Is a Computer Science Degree Still Worth the Debt?, With Ron Lieber
In this episode, host Paula Pant talks with New York Times financial journalist Ron Lieber about whether a computer science degree—and college education more broadly—is still worth the debt in today’s volatile labor market. Lieber emphasizes that while a bachelor’s degree still correlates with higher lifetime earnings, outcomes vary dramatically by major, career path, geography, and personal circumstances, and the rise of AI has made traditional salary forecasts for CS grads far less reliable. He advises using the College Scorecard to assess earnings by major, considering the long‑term value of alumni networks and non‑financial benefits, and borrowing only what you can comfortably repay based on realistic salary expectations.
Northwestern Mutual's Stucky on Why Earnings Growth Overcomes Headline Risks
In this Money Life episode, host Chuck Jaffe interviews three guests: John Cole Scott, who honors the late Mark Mobius and shares his top ten emerging‑market investing lessons; Jeff Corliss, who argues that investors’ own behavioral blind spots, not market...
Morning Market Brief
In this Morning Market Brief, Lawrence Fuller highlights the Nasdaq and S&P 500 hitting all‑time highs, driven by a strong rally in small‑cap stocks and upbeat earnings. He breaks down the latest economic data—Q1 GDP at 2%, personal spending up...
Cathie Wood: How to Invest for 2026
In this episode, hosts Dan Coatsworth and Danny Hewson dissect a week of market‑shaking news, from the Bank of England’s rate hold and rising inflation forecasts to the fallout of the UAE exiting OPEC and its impact on oil prices....
Biomass Beat: Key Takeaways From the Argus Biomass Conference
The Argus Biomass Conference highlighted a surprisingly upbeat mood across the biomass supply chain, driven by record‑high European industrial pellet prices and strong demand ahead of the heating season. Participants discussed price spreads between Europe, Asia, and premium pellets, the...
Apple Results Mulled as Earnings Parade Continues
The Schwab Market Update highlighted the aftermath of a blockbuster earnings week featuring Apple, Alphabet, Amazon, Meta, and Microsoft, noting that Apple beat forecasts with 16% revenue growth and a strong services segment, while Meta’s stock fell despite revenue gains...
The Metric Taking Over Earning Season
In this episode, Morgan Stanley’s Global Head of Fixed Income Research, Andrew Sheets, explains why capital expenditure on AI infrastructure is becoming the dominant metric in earnings season, eclipsing traditional earnings focus. He highlights that U.S. hyperscalers like Alphabet, Amazon,...
The Iran Conflict: Outlook for Negotiations
In this episode, RAINN analyst Kristen Ronzi outlines the current stalemate in U.S.-Iran negotiations, highlighting the fragile cease‑fire, the U.S. port blockade, and Iran’s intermittent attacks on the Strait of Hormuz. She explains that the core negotiating hurdles are Iran’s...
What’s News in Earnings: Airlines Feel the Pain of an Oil Shock
In this episode Jacob Passi talks with WSJ airline reporter Alison Sider about the sharp rise in jet fuel costs caused by the Iran conflict and its impact on airline earnings. Fuel prices have roughly doubled, adding billions of dollars...
Oil Prices on a Rollercoaster Ride
The episode examines the sudden volatility in oil prices, which spiked to a four‑year high of $126 per barrel before falling $10 within hours, driven by escalating US‑Iran tensions and concerns over Iran’s dwindling storage capacity. Investment strategist Emma Wall...
Ray Dalio: The World Order Has Unraveled
In this episode, Ray Dalio explains his "big cycle" framework, outlining five forces—monetary, debt, political/social, geopolitical, and natural/technological—that shape the global economic order. He describes how the debt cycle functions like a circulatory system, where rising debt service relative to...
Understanding the World's Most Unusual Commodity Cycle
In this episode, Chris interviews Grant Isaac, COO of Cameco, to unpack why uranium is a uniquely atypical commodity—its primary consumers secure fuel years in advance, leaving virtually no in‑year demand. Isaac explains Cameco’s vertically integrated model, spanning mining, milling,...
The Housing Crisis Isn’t Supply, It’s Policy Failure: Insights From Eric Carlson, Core-Founder and CEO of Anthem Properties Group Ltd.
In this episode, hosts Aaron Cameron and Adam Pawatik interview Eric Carlson, founder and CEO of Anthem Properties, about his journey from a modest upbringing to building a diversified real‑estate portfolio across Canada and the U.S. Carlson explains how his...
Negative Emissions: Biochar’s Test as a Scalable CO2 Removal
In this Argus Carbon episode, senior reporter Balaji Shanbagh Raj interviews Kavin Kumar Kandaswamy, CEO of Procline, about biochar as a scalable negative emissions technology. Kavin explains how Procline tackles feedstock constraints by sourcing invasive species across South Asia and...
MSNOW Velshi & RUHLE WHAT COULD SHORTAGES MEAN.
The episode explores how ongoing oil and gas shortages—exacerated by the war in the Middle East and Iran’s mining of the Strait of Hormuz—could keep fuel prices high well beyond a cease‑fire, affecting jet fuel, diesel, and global supply chains....
Behind the ETFs: VFLO, TTEQ, and the Strategies Driving Them
In this episode, Nate Geraci talks with Lance Humphrey of Victory Capital about the Victory Shares Free Cash Flow ETF (VFLO) and the broader free‑cash‑flow‑based quality investing approach, highlighting why free cash flow yield is a superior metric for assessing...
Earnings Season Hits Overdrive
In this episode of Motley Fool Hidden Gems Investing, hosts Travis Hoy, Lou Whiteman, and Rachel Warren dissect the latest earnings season, focusing on mature streaming giants Spotify and Netflix, fintech firms Robinhood and SoFi, and the energy‑tech company Bloom...
Divided He Falls. But Stays.
The episode reviews the latest surge in oil prices amid a stagnant Gulf crisis and recent statements from Donald Trump, while dissecting the Federal Reserve’s latest meeting where Jerome Powell held rates steady and faced an unprecedented four dissenters, signaling...
Roxanne Klein on Leasing SoCal Retail in a Tight & Shifting Market
In this episode, Crexi’s Giannis Papadakis talks with Roxanne "Roxy" Klein, SVP of Retail Leasing and Sales at Progressive Real Estate Partners, about navigating Southern California’s tight retail market. Klein shares how her sales‑focused background, mentorship under a veteran broker,...
Wednesday - April 29, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a mixed market day marked by a dip in major indices, rising bond yields, and a surge in oil prices driven by Middle East tensions and the UAE’s exit...
Thursday: Fed Holds with 'Hawkish' Dissenters
The episode reviews the Fed’s decision to hold rates steady, noting three dissenting governors who opposed an easing bias, and examines the market reaction, including a dip in U.S. equities and a rise in oil prices after Donald Trump’s comments...
Trump's Real Plan: It Was Never Just About Iran
In this episode Amber Duke examines three major stories: the UAE’s departure from OPEC, which she frames as a strategic pivot toward the United States and Israel to counter Iran and China’s influence; the controversial $8.7 million federal funding of the...
In Conversation with Treasurer Jim Chalmers
In this 41‑minute interview, Australian Treasurer Jim Chalmers outlines his long‑term economic philosophy: steering Australia through frequent global shocks by building a "fourth economy" powered by clean energy, technology and social mobility. He warns that mismanaging this transition could deepen...
Mexico Tax Update: Nearshoring, Audits, and Treaty Twists
In this episode of Cross‑Border Tax Talks, PwC International Tax Partner Adriana Rodriguez provides a deep dive into Mexico’s corporate tax landscape, covering the 30% federal corporate rate, withholding taxes, the new 2024 MLI rules, inflation‑adjusted interest deductions, CFC (REFIPRE)...
Water Tower's Severson: The Economy Sees $75 Oil 'as the New $60'
In this episode, host Chuck Jaffe talks with Sean Severson, CEO of Water Tower Research, about the emerging "$75 oil" market, which he likens to the former $60 oil era, and how it’s reshaping investor expectations for energy stocks and broader...
Critical Evolution of Japan's Carbon Credit Market
In this episode of ESG Currents, host Homa talks with Yuuki Mori, General Manager of the Carbon Credit Market Office at the Tokyo Stock Exchange, about Japan’s emerging carbon credit market and its integration with the upcoming Green Transformation Emissions...
5 Beneficiary Designation Mistakes That Can Wreck Your Estate Plan
In this episode of the College Investor Audio Show, host Eric discusses five common beneficiary designation mistakes that can undermine an estate plan, such as failing to update beneficiaries after life events, assuming a will overrides designated accounts, neglecting contingent...
EM Lens: Investors Aren’t Packing Their EM Bags Just Yet
In this episode of Emerging Markets Lens, senior EM fixed‑income manager Araf Joshi discusses how the Iran‑related oil shock is tightening LNG supplies and pressuring Asian and African economies, leading to higher bond spreads and fiscal stimulus measures. He contrasts...
04.29.26 Spring Financial To-Do List / This “Escape” Is Still a Money Trap
In this episode Clark Howard uses the spring cleaning metaphor to urge listeners to audit their recurring expenses, especially hidden subscription fees, and consolidate them onto a single “subscription” credit card for easier tracking. He highlights the financial drain of...
Are Investors Underestimating Emerging Markets?
In this episode, Andrew Van Sickle talks with Charles Gillings, manager of the Utilico Emerging Markets Trust, about why investors may be undervaluing emerging markets and the fund’s sector‑focused, infrastructure‑centric approach. Gillings explains that the recent EM rally was driven...
The European Market Brief 23: The Case for a Global Portfolio
In this episode of the European Market Brief, Eurex executive Rachna Mathur and MSCI experts Anshul Kamra and Vass Kassoulis discuss the importance of global diversification beyond the U.S. market. They explain how MSCI’s multi‑currency, multi‑country index family serves as...
Boom! United Arab Emirates Exits OPEC
In this episode, Patrick Wood explains how the United Arab Emirates' withdrawal from OPEC on May 1, 2026 signals the collapse of the petrodollar system and the rise of a new technocratic trade architecture centered on asset tokenization and the...
185: Inside My SPX Strategy with Option Omega
In this episode, host Eric O'Rourke discusses his zero‑day‑to‑expiration (zero DTE) trend spread engine, a tool built with Option Omega that identifies optimal times of day, market direction, and strike selection for credit spreads on the SPX. He explains how...
Oil Surge, Gold Pullback & Small Caps | Market This Month (April 2026)
In this April 2026 episode, Anna Saron and Bruce Campbell dissect recent market volatility sparked by Middle East tensions, noting oil’s surge to $90‑$100 per barrel while gold, silver, and copper have retreated. They highlight Canada’s outperformance versus the U.S.,...
393. Debt Liquidity, Senior Housing's Surge, and the 2026 CRE Outlook with Chad Lavender of Newmark
In this episode, Newmark’s Chad Lavender breaks down how unprecedented debt liquidity and diversified equity sources reshaped the commercial real‑estate market during the 2025 loan‑maturity wave and what that means for 2026. He highlights senior housing’s explosive rebound—closing over $12.5 billion...
Masters of the Muniverse: New York City and the Market’s Future
In this episode of FIC Focus, Bloomberg Intelligence’s Matthew Gastahl and senior associate Karen Altamirano sit down with Pat Luby, head of municipal research at Credit Sites, to discuss the evolving landscape of independent municipal research, the fiscal outlook for...
The Cognitive Dissonance Is Getting Painful Here.
The episode focuses on the escalating tension between global energy markets and risk sentiment, driven by the Iran‑U.S. standoff over the Strait of Hormuz and its impact on oil prices. Host Boyd highlights record U.S. diesel exports, rising Brent and...
The Unforeseen Costs of Aging In Place, #303
In episode 303 of Retire with Ryan, host Ryan Morrissey breaks down the hidden financial pitfalls of aging in place, highlighting five key cost areas: home modifications, ongoing maintenance and repairs, upkeep services, healthcare-related expenses, and in‑home care. He shares...
212. America's Semiconductor Policy and the AI Race with China
In this episode, host Chad Bowne and guest Dan Kim—former chief economist of the U.S. Commerce Department’s CHIPS Program and veteran of Qualcomm and SK Hynix—explore America’s aggressive semiconductor policy amid the AI race with China. They trace the historical...
Why International Stocks Are Beating the S&P, and How Scott Invests His Money
In this episode, the host muses on the homogeneity of the ultra‑wealthy, noting their shared lifestyles, vacation spots, and aspirations for elite education. He contrasts this with the more diverse middle class and highlights the common desire among the rich...
Isas, Apps and Platforms: Where to Invest Your Money
In this episode of Women & Wealth, Val Cipriani and Holly McKechnie break down how to choose an investment platform, emphasizing the impact of fees, available assets, support levels, and digital access. They illustrate how seemingly modest platform charges can...
Jet Fuel Pricing and Supply Risk: Implications for Global Business Travel
In this episode, Callum Hawley talks with Ben Park and Peter Harbison about the rapid escalation of Middle East tensions and its impact on jet fuel supply, pricing, and airline capacity. They explain how limited hedging, especially of the jet‑fuel...
Monday: Way Cleared for Warsh to Be Fed Chair
The episode covers the ongoing closure of the Strait of Hormuz, the stalled Iran‑Pakistan peace talks, and the clearing of Kevin Walsh’s path to become Federal Reserve Chair. ANZ senior commodity strategist Daniel Hines explains how oil production shut‑ins in...
A Guide to the Backdoor Roth IRA, and Heirs Squandering Inheritances
In this episode, Robert Brogamp walks listeners through the five‑step backdoor Roth IRA process, warning about the pro‑rata rule and how to avoid taxable pitfalls, while also noting alternative Roth options like employer plans and the mega‑backdoor Roth. He then...
What’s News in Markets: Persian Gulf Oil Damage, Defense Stocks Under Fire, AI Revivals
The episode reviews the week’s market moves, highlighting record highs for the S&P 500 and Nasdaq driven by strong tech earnings and AI demand, while energy stocks surged as the Persian Gulf conflict threatens oil supply. Brent crude jumped about...
Passthrough Entity Tax: New Laws, New Year, New Considerations
In this episode of Spidell's California Minute, host Katherine Zidane explains recent federal and California legislative changes affecting the June 15th pre‑payment for the pass‑through entity (PTE) tax, including the OBBBA SALT deduction increase to $40,000 and California SB 132’s...
Global Commodities: Running the Numbers on Gas
In this episode of At Any Rate, JP Morgan gas analyst Atar Kavuadza explains how the ongoing Middle East conflict has crippled LNG flows through the Strait of Hormuz, leaving roughly 16 vessels idle and cutting about 300 million cubic metres per...
Global Rates: Central Banks Likely to Wait-and-See Against a Backdrop of Ongoing Middle-East Uncertainty
The episode examines upcoming policy meetings of the Fed, ECB, and BoE against the backdrop of the Middle‑East conflict and rising energy prices. Analysts attribute the US rate rise to solid consumption data and a dovish‑leaning Fed nominee, Kevin Warsh,...
#709: The Financial Reality of Developmental Disability, with Keith Wargo
In this episode, host Paula Pant talks with Keith Wargo, CEO of Autism Speaks and father of an adult with autism, about the unique financial planning challenges faced by caregivers of individuals with developmental disabilities. Wargo emphasizes the importance of...
SAF Insights: European SAF Market Holds Breath on Jet Price Surge
The episode examines how the Middle East conflict has driven European jet fuel prices from about $800 to over $1,900 per tonne, more than doubling them and widening the gap with crude and diesel. SAF (HEFA-SPK) prices also rose, but...