Money and Me: Investors and North Asia Edge
In this episode, host Michelle Martin talks with Vance Tan, Financial Services Manager at Phillip Capital, about why North Asia – Japan, South Korea, and Taiwan – is emerging as a new engine for global growth. Tan highlights Japan’s re‑rating potential driven by corporate governance reforms, higher dividends and buybacks; South Korea’s cheap, chip‑centric market poised for earnings acceleration as memory demand rebounds; and Taiwan’s dominant role in AI‑related semiconductor manufacturing via TSMC. He also stresses the importance of AI infrastructure themes such as semiconductors, data‑center cooling, and cybersecurity, while warning investors about currency risk when investing overseas.
7 Valuable Lessons I Learned For Effective Placement Investing | Marc Halpern
Dr. Marc Halpern, founder of Deep Due Diligence Investors, delivered a live talk outlining seven hard‑earned lessons for private‑placement investors. He stresses that risk cannot be eliminated but can be managed through deep due diligence, AI‑enhanced screening, and rigorous sponsor‑deal‑market...
Episode 421 Option Trading Podcast April 3, 3036
In Episode 421 of The Weekly Option, host Eric reviews last week’s option trades on Applied Digital Corp, Firefly Aerospace, MARA Holdings, and Schlumberger, then introduces four new two‑week trades on Cetus Space, Replimune Group, CleanSpark, and JD.com. He emphasizes...
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...
Global Data Pod Weekender: All’s Unclear that Ends Unclear
In this J.P. Morgan Weekender episode, Bruce Kasman and Joe Lupton dissect the latest U.S. labor market data, ongoing energy price shocks, and their implications for global growth. They highlight that while growth momentum remains supported by technology and business...
182: 3 Reasons the Stock Market May Have Bottomed
In this 7‑minute episode, host Eric O'Rourke outlines three reasons he believes the stock market may have found a short‑term bottom: dip buyers stepped in despite negative geopolitical news, the VIX fell to its lowest level in weeks indicating reduced...
Marriage Is the Biggest Financial Risk You’ll Take — with James Sexton
In this episode, host Ed Elson chats with James Sexton about the financial risks of marriage, exploring how partnership decisions intersect with personal economics and broader societal trends. Sexton highlights the hidden costs of divorce, the impact of shifting cultural...
Last Energy Crisis, This Sector Went Up 20x (Ferg Cullen)
In this episode, trader Ferg Cullen breaks down the current energy crunch, highlighting how the EU’s abrupt move away from Russian gas and nuclear power has left it vulnerable, while Asia’s coal demand surges. Cullen explains his bullish call on...
Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625
In this episode, Owen Lamont of Acadian Asset Management and Harvard professor Randy Cohen discuss the evolution and appeal of private equity, focusing on its historically higher returns and lower reported volatility compared to public markets. They explore the concept...
Is the US Dollar Collapse Imminent?
The episode examines whether a collapse of the US dollar is imminent, focusing on how recent Middle East conflicts have accelerated the shift of some nations toward trading oil in currencies like the yuan, ruble, or cryptocurrencies to avoid US...
1965: Ask Farnoosh: Smart Moves After Debt, Student Loans, How to Invest Through the Noise
In this Ask Farnoosh episode, Farnoosh Torabi tackles listener questions about handling parent‑plus student loans during a mortgage application, allocating the $700 monthly cash flow freed up after paying off student loans, and whether to divest U.S. stocks amid market...
Piecemeal over Portfolios: Selective Industrial Buys and Exits Show a Sharpshooting Template Ahead
The episode examines how institutional real‑estate managers are reshaping industrial portfolios by selectively buying, financing, and exiting assets rather than bulk‑buying. Guests Samantha Rowan and Asif Bade explain that location, modern Class A specifications, and power infrastructure drive demand, while tighter...
Unilever’s $45bn Deal, Berkeley & Tech: Companies and Markets Show:
The episode dissects Unilever’s £45 billion (≈ $55 billion) spin‑off of most of its food portfolio to McCormick, highlighting the complex deal structure that leaves Unilever with a 55% stake in the enlarged McCormick and a 10% share it must sell down, creating...
Global Commodities: A Month of Disruption
In this episode, JP Morgan analysts Greg Scheer (Precious Metals) and Tatar de Boadze (European Natural Gas) dissect the fallout from the escalating Middle‑East conflict on commodities. They note historically low European gas inventories (18‑28% full) and limited LNG flows, while oil...
Architecting a Resilient Family Office with Annette Hopper & Levi Hammett
Annette Hopper and Levi Hammett, co‑founders of Full Scope Solutions, discuss how family offices are formalizing back‑, middle‑, and front‑office functions. They outline a clear taxonomy for these departments and argue that outsourcing can deliver world‑class expertise while preserving control....
Interview with Turkiye's Diplomacy 02.04.2026
In this episode of Turkey's Diplomacy, financial consultant Laurent Lecoe explains that the ongoing Iran war, dubbed Operation Epic Fury, is pushing the global economy into stagflation, with rising inflation and stagnant growth. He highlights how oil supply disruptions are...
Baird’s Michael Bellisario Says Lodging REIT Outlook Cautiously Optimistic
In this episode of the REIT Report, senior research analyst Michael Bellisario of Baird outlines a cautiously optimistic but muted outlook for lodging and hotel REITs in 2026. He highlights modest RevPAR growth driven by events like the World Cup...
Markets Surge and Everything You Need to Know About SpaceX
In this episode of the AJ Bell Money and Markets podcast, Charlene Young and Dani Hewson review a volatile week in global markets, noting a rally driven by optimism over a potential de‑escalation of the Iran conflict and lower oil...
Chemical Conversations: BTX Market Pressures Amid Middle East Conflict
In this episode, host Santosh talks with Ashish Kulkarni, Lead Aromatics Consultant at Argus, about how the Middle East conflict is driving crude price volatility and tightening NAFTA supplies, which in turn is squeezing benzene, toluene and xylene (BTX) markets...
Anthropic Suffers Massive Claude Leak | Trading the Markets With AI
In this episode, Chris Bullock breaks down the latest AI industry shake‑ups, highlighting OpenAI’s historic $122 billion fundraise that values the company at $852 billion and its upcoming inclusion in ARK Invest ETFs, and dissecting Anthropic’s second consecutive leak of the Claude...
What $1B+ Allocators Actually Look For: 7 Strategies to Close Entrepreneurial Capital
The podcast reveals how $1B+ family offices, like Prime Pulse, evaluate mid‑stage companies by focusing on founders rather than pure financial metrics. They apply a people‑first thesis, using seven leadership traits and operational resilience as primary filters. AI tools aid...
Coal Makes a Comeback
The episode examines a tentative resurgence of coal in Europe’s power mix as soaring gas prices—driven by the Middle East conflict—make coal comparatively more economical. Guest Lawrence Walker and analysts Toby Hassel and Firat Elgene explain that while coal imports...
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...
2355: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott
In this episode Paul Hill and equity analyst Paul Scott dive deep into the world of UK small‑cap stocks, focusing on building‑products distributors, IoT monitoring firms, and other niche sectors. They discuss recent market volatility driven by geopolitical tensions and...
Pricing Water Risk and Scaling Climate Resilience
Bloomberg Intelligence’s ESG Currents highlighted the RRG Sustainable Water Impact Fund, a $900 million closed‑end vehicle that channels institutional capital into water‑smart, climate‑resilient agriculture across the U.S., Latin America and Australia. The fund partners RRG Capital Management with The Nature Conservancy...
Metal Movers: How the Iran Conflict Is Impacting Steel Markets
The Metal Movers episode examines how the Iran‑Israel conflict has disrupted global steel markets, from the closure of the Strait of Hormuz to direct strikes on Iranian steel plants. Reporters detail the immediate supply shock—loss of roughly 500,000‑600,000 t/month of Iranian...
When Bombs Replace Bridges: The Rise of Military Keynesianism
The episode examines the shift toward "military Keynesianism," where governments increasingly use defense spending to stimulate economic growth as traditional civilian investment loses its effectiveness. The host contrasts mainstream economic theory, which assumes equilibrium and smooth cycles, with the reality...
U.A.E. Preparing to Help Open Strait of Hormuz By Force
The Wall Street Journal’s What’s News covers the United Arab Emirates’ shift toward becoming a combatant in the Iran‑U.S. conflict, as it prepares to help force‑open the Strait of Hormuz by clearing mines and supporting a U.N. resolution authorizing military action. Middle‑East...
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....
04.01.26 Adjustable Rate Mortgages - A Waning / High Deductible Health Plans
In this episode Clark Howard warns listeners about two financial pitfalls: the surge in Adjustable‑Rate Mortgages (ARMs) and the rise of high‑deductible health plans (HDHPs). He explains that ARMs can save about 1% in interest for borrowers who have substantial...
After Relief Rally, Market Still Faces Oil, War
The Schwab Market Update highlighted a sharp rally on April 1st driven by optimism around a potential de‑escalation of the Middle East conflict and short‑covering, but warned that the market remains vulnerable to oil price volatility and upcoming U.S. jobs...
Buffered ETF Mechanics: EDU #2613
In this episode, Jim Saulnier and Chris Stein dive deep into how buffered ETFs work, focusing on 100% and 20% buffer products during a recent market downturn. Guest Jacob explains the concept of mark‑to‑market pricing, why the fund’s value can...
Is Europe Ripe for Recovery?
In this episode, Andrew Vernsickle talks with Daniel Avigard, manager of the TM Lansdowne European Special Situations Fund, about why Europe may be poised for a recovery after years of stagnation. Avigard points to a combination of low valuations, a...
Copper & Gold: Pricing the Physical vs the Narrative with Grant Sporre (Episode 300!)
In this episode, Bloomberg Intelligence analyst Grant Sporer breaks down the physical supply chains of copper and gold, explaining mining, processing, and tradable forms while highlighting the dominant role of China in copper smelting. He contrasts copper’s industrial demand—driven by...
Fertilizer Matters EP44: Chinese Ammonia Market
In this episode, Argus senior reporter Denise Cheng talks with ammonia market editor Roof Sharp about the launch of Argus' new China FOB ammonia price assessment and the shifting dynamics of China's ammonia trade. China, once a major importer, is...
Inside One of the Most Successful ETF Launches Ever
In this episode, Nate Geraci and guests Simeon Hyman of ProShares and Roxanna Islam of Betify explore the rapid growth of defense‑related ETFs and the record‑breaking launch of ProShares' Genius Money Market ETF (IQMM), the first fund designed to meet...
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...
Private Equity Weasels Into Your 401(k)? & Coal Is Making a Comeback
The episode covers two major financial and energy trends: a proposed Labor Department rule that would let private equity and private credit funds flow into 401(k) retirement accounts, and a surprising resurgence of coal use driven by geopolitical shocks from...
SAVE Plan Forbearance Ending: What To Know
The episode explains that the Department of Education is ending the SAVE student loan forbearance, notifying over 7 million borrowers to select a new repayment plan. Starting July 1, loan servicers will send 90‑day formal notices, after which borrowers who don’t act...
Strait Talk: Crisis in the Gulf
In this episode Tom Reid of Argus discusses the escalating Hormuz crisis with Dubai‑based colleagues Nada Itayim and Bashar al‑Halabi. They examine the U.S. deployment of the USS Tripoli, the strategic importance of Iran’s Kharg Island as a major oil export...
How To Manage The Impact From the IRAN War On Your Retirement Portfolio, #299
In episode 299, Ryan Morrissey examines how the Iran war’s surge in oil prices—up roughly 33% since late February—has driven a 6% dip in the S&P 500 and sparked market volatility. He explains why such shocks are often temporary, drawing parallels...
'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...
Monday - March 30, 2026
The Dividend Cafe episode dissected the recent market turbulence, highlighting a volatile day where the Dow barely rose while the S&P and Nasdaq fell, and noting the outsized losses in high‑valuation tech and AI stocks like NVIDIA and Palantir. Host...
Kharg Island: What Role Does It Play in Iran’s Economy?
The episode explains that Kharg Island is Iran’s primary oil export hub, handling over 90% of the country’s crude shipments—about 1.7 million barrels a day, or roughly 1.5% of global supply. Experts Humayun Falak Shahi (Kpler) and Dr. Anahita Motazad‑Rad (LSE)...
Lost in FX Translation: The Latest 987 Regs
PwC International Tax Services leaders Doug McHoney and Laura Valestin dissect the latest Section 987 updates introduced by Notice 2026‑17. The new rules replace the legacy framework with a simplified equity‑and‑basis‑pool method for calculating foreign currency gains and losses in...
TIPS Yields Are Super High and Kevin Esler Has Returned to Help You Build a TIPS Ladder Using tipsladder.com
Larry Kotlikoff and TIPS specialist Kevin Esler discuss why today’s high real yields on Treasury Inflation‑Protected Securities (around 2.5% on the 30‑year) make building a TIPS ladder an attractive way to protect retirement income. They explain how the free tool...
Wellington-Altus' Thorne: 'Sell War, Buy Peace' And the Expansion That's Coming
In this episode, host Chuck Jaffe and guests—including Jim Thorne, chief market strategist at Wellington‑Altus Private Wealth, and Vijay Maroglia, CIO of Regal Point Capital—debunk the panic surrounding the Iran‑related oil “terror premium” and AI hype, urging investors to "sell...
The Real Risk Isn’t War- It’s What Comes Next
In this Macro Mondays episode, Mikkel Rostewald and Andreas dissect the ongoing Iran‑U.S. conflict, weighing the likelihood of diplomatic resolution versus a broader military escalation. They examine the immediate market fallout—oil supply disruptions, the impact on by‑products like helium and...
Crude Report: Hormuz Disruptions Put Canadian Export Crude in the Global Spotlight
In this episode Jeff Kralowitz talks with Argus senior reporter John Kordner about how the recent disruptions in the Strait of Hormuz have boosted Canadian heavy crude exports. With freight rates soaring, Canadian grades are now more competitive than Middle‑East...
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...