The Institute of Trading and Portfolio Management (ITPM) provides industry-leading financial education. Listeners will have access to some of the best minds in the Investment Management industry talking through current and relevant ideas in the financial markets. Expect to expand your investment knowledge and improve your trading performance.
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Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.
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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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The Sustainability Story features intimate conversations with thought leaders from the world of ESG investing and sustainability. The topics include anything and everything about where finance intersects with the environment, governance, society, climate change, biodiversity, human capital management, regulations, standards, and more. Now reimagined with three hosts, each focused on a unique aspect of the investment industry, we will continue to tell the story of where we are going in the jo ...
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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Money Talks focuses on personal finance as it applies to Mississippians. In any given week, we’ll talk about anything from preparing your taxes to saving for college or investing in the stock market. Our experts, Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives, are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute. They join Kevin Farrell in the ...
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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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Expert insights from quants for quants. Listen to QuantSpeak to hear from thought leaders in quant finance as they share their insights into the latest research and industry practice. QuantSpeak is created by the CQF Institute. Part of Fitch Learning, the CQF Institute is the awarding body for the Certificate in Quantitative Finance and provides a platform for educating and building the global quantitative finance community. Find out more at www.cqfinstitute.org
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The go-to resource for the crypto curious. Tune in to long-form deep dives with movers and shakers or spend your short coffee breaks with our mini dives, where we unstack interesting insights and market observations. Wherever you are, grab your fresh #CUP of crypto!
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2207: The Art of Negotiation: How to Get the Best Deal on Real Estate with Brad Smotherman
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Jason discusses the current state of the real estate market, highlighting a significant drop in new property listings, with 2023 inventory growth being dramatically lower compared to pre-pandemic years. This trend is attributed to the "lock-in" effect, where homeowners are reluctant to sell due to current market conditions. He also touches on polit…
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Do I Need Life Insurance If I’ve Achieved Financial Freedom? (FIRE)
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32:45
Should you cancel your safety net structures like life insurance or disability when you reach your financial independence and are ready to retire early? This question is addressed when you consider how to balance your immediate financial needs with long-term wealth-building goals. Many people face the difficult challenge of managing both short-term…
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Money Talks| Family Business Symposium
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Kevin Farrell and Ryder Taff broadcast live from the Third Annual IT's All Relative Family Business Symposium. Hosted on Acast. See acast.com/privacy for more information.
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Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean?
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54:50
Today, Rusty and Robyn are joined by Joe Smith. Joe is Co-founder, Chief Investment Officer and head of Parti Pris’ Investment Strategy Committee. He has executive responsibility for wealthtech platform development, and thought leadership. In his leadership role, he brings deep expertise in applying technology and portfolio optimization tools to po…
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2206: Overcoming Mortgage Challenges, Self-Employed Struggles, Rising Insurance Costs, and the $85 Trillion Wealth Transfer with Megan Gorman Part 3
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Jason discusses the perceived under attack situation in the United States, particularly for the middle class, and suggested that a potential action step for his listeners is to sell their homes. He also emphasized the importance of mobility and adaptability in the face of political and economic uncertainties, and raised concerns about the rapid adv…
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Gaining perspective on public and private equity
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In this final episode for our Strategic Investment Advisory Group's private and public series, David Lebovitz, Global Market Strategist, Multi-Asset Solutions, is joined by Jared Gross, Head of Institutional Portfolio Strategy, to discuss equity markets as strategic asset allocations.Por J.P. Morgan Asset Management
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Jane Thostrup Jagd: Aligning Company Boards, Investors, and Sustainability Goals
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Listen in as Dr. Jane Thostrup Jagd, Director of Net Zero Finance at We Mean Business Coalition, and Josina Kamerling, Head of EMEA Regulatory Outreach at CFA Institute, discuss the necessity of integrating sustainability departments within companies, particularly in collaboration with financial teams. The challenge lies in ensuring that knowledge …
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2205 FBF:The Masters Weekend - A Biannual Gathering of Income Property Real Estate Investing Experts
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We’re putting enough real estate and business brainpower in one room to make Donald Trump flinch. Enjoy this content-rich sampler of “The Masters Weekend” our twice annual powerhouse educational event that can revolutionize how you think about money and wealth. Will you be any closer to financial freedom in one year? Listen in and it can make all t…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben shares fresh insights into the current market trends and discusses two specific trading ideas. He starts by highlighting the recent market rebound following the correction through August, emphasizing the shift from high-risk,…
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When It Doesn't Make Sense for a Business Owner to Invest in RRSPs [Secret Sauce Ep12]
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Are you making the most out of your RRSP investments as a business owner, or is there a better way to secure your financial future? In this episode, we tackle the critical question of whether your current investment strategy is truly aligned with your long-term goals. If you've been contributing to an RRSP as a business owner, but you're unsure if …
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Mark van der Zwan - The Evolution of Hedge Fund Investing
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Hedge fund investing has undergone significant changes over the past two decades, but with multi-strategy platforms now dominating, has the evolution peaked, or is another shift on the horizon? Join Vincent and Mark van der Zwan, CIO of Hedge Fund Solutions at Morgan Stanley Investment Management, as they explore the past, present, and future of he…
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2204: Navigating Market Shifts, Policy Changes, and Wealth-Building Opportunities with Megan Gorman Part 2
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Jason discusses the alarming state of America's food industry, criticizing Starbucks for its unhealthy offerings. He highlights the excessive sugar content in popular items, like muffins, and expresses concern over bioengineered ingredients. Hartman also touches on the critical U.S. housing shortage, revealing a stark decline in single-family home …
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Misconceptions with The Smith Maneuver: What You Need To Know For Tax Strategy in Canada
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27:51
Are you leveraging your home equity to its fullest potential, or are you leaving valuable financial opportunities on the table? In today’s challenging financial landscape, finding ways to build wealth while managing debt is a priority for many. This episode dives deep into the Smith Maneuver and other wealth-building strategies that could be the ke…
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Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History
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43:10
Today, Rusty and Robyn are joined by Scott Davis and John Finneran, the Head of ETFs and ETF Sales Specialist respectively at Capital Group. Scott T Davis is an ETF director at Capital Group, home of American Funds. He has 17 years of industry experience and has been with Capital Group for 16 years. Prior to his current role, Scott led product deve…
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Money Talks| tips to save money and fight off inflation
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43:59
Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. In this episode, Nancy talks about teaching young adults about investing and Ryder talks about a recent long term study about employment and how it might be useful while planning a career. Hosted on Acast. See a…
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2203: All the Presidents' Money- Uncovering Wealth Lessons from History's Leaders with Megan Gorman Part 1
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Jason shares his recent experiences, speaking at the LIMITLESS conference in Dallas, Texas including an interaction with Robert F. Kennedy's private security team. He also expressed concerns about the control of information by the establishment and the media, and the potential for important issues to be overlooked. Lastly, Jason Hartman introduced …
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald discusses a new trading idea focused on Alibaba (BABA), a major Chinese e-commerce company. He delves into the company's diverse business segments, including its cloud computing growth and dominance in China's onli…
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Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies
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Join as Jordan Doyle and Genevieve Hayman discuss their recent report, "Smart Beta, Direct Indexing, and Index-Based Investment Strategies." The conversation explores the historical context and substantial growth of index investing, highlighting the expansion of index ETFs, mutual funds, and smart beta ETFs. Genevieve and Jordan provide insights in…
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2202 FBF: Rising Middle Class Impact on Real Estate & Data Science for Real Estate with Anna Myers
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This Flashback Friday is from episode 1185, published last May 2, 2019. Jason brings this episode to you from China, where he has seen the impact of the rising middle class. While it may seem to be a world away, the growth in construction in China is impacting the cost of construction here in the United States as well. Then Jason talks with Anna My…
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What Does The Insurance Company Do with my Premiums? [Secret Sauce Ep11]
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Are you leaving money on the table by not maximizing your corporate-owned or personal life insurance policy? If you've ever wondered where your money goes once it's in a life insurance policy or how to use these policies to your advantage, this episode is for you. We'll break down the complexities and show you how to turn your insurance policy into…
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2201: Navigating the Housing Market: Rising Interest Rates, Refinancing, Emerging Markets and Institutional Investors with Robert Helms
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Jason and Robert Helms discuss the recent increase in mortgage refinancing activity and the ongoing housing shortage, its impact on the real estate market, and potential solutions for affordable housing. They also explore emerging real estate opportunities, such as investing in high-demand, low-supply markets and the potential of parking lots as an…
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3 Reasons The Wealthy Avoid Paying Down Debt
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Are you using debt as a tool to build wealth, or is it holding you back from financial freedom? In this episode of the Canadian Wealth Secrets Podcast, Jon Orr and Kyle Pearce dive into the complexities of personal debt and corporate debt and how it affects your financial freedom decisions. They tackle the critical distinction between 'good debt' a…
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Money Talks| Simple wills and other questions
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Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. In this episode, we discuss simple wills, the recent data breach and answer a question about social security benefits. Hosted on Acast. See acast.com/privacy for more information.…
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Ben Cruikshank of Flourish Financial - Our Love Hate Relationships with Cash and Annuities
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58:56
Today, Rusty and Robyn are joined by Ben Cruikshank. Ben is President of Flourish, where he oversees all client-facing teams, including Sales, Relationship Management, Partnerships, and Support. Ben is a frequent commentator on issues related to investment advisors and has appeared in The Wall Street Journal, Barron's, Marketwatch, and numerous ind…
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2200: The Science of Memory Hacks: How to Study Smarter, Not Harder and Set Yourself Up for Success with Matt DiMaio
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31:57
Jason and Matt DiMaio discussed strategies to improve memory and learn new skills faster, with Matt sharing his extensive experience in building large sales forces and his journey of discovering effective learning techniques. They explored the causes of forgetfulness, the importance of active learning, and the power of belief in memory retention. L…
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Aniket Shah: The Energy Transition: Roadblocks, Solutions, and Investment Opportunities
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In this episode of the Sustainability Story, host Deborah Kidd, CFA, talks with Dr. Aniket Shah, Managing Director and Global Head of Sustainability and Transition Strategy at Jefferies Group, LLC. Aniket leverages his work across academia, public policy, and financial markets to provide unique insights into the energy transition roadblocks and the…
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2199 FBF: One Nation Under Gold, The Big Money, The Great Depression by James Ledbetter of Inc Magazine, Reuters, TIME & The Village Voice
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This Flashback Friday is from episode 857 published last July 17, 2017. Jason and Keri start things off by answering a client’s question submitted as part of the Airpod contest and then warn against working with companies who do not require inspections and only deal in cash. During the guest interview, Jason asks James Ledbetter about his books One…
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ITPM Flash Ep52 Trading the AI Bottleneck
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Anthony Iser dives deep into the current state of trading the AI theme, focusing on the potential of Astera Labs Inc. Despite the recent underperformance of its stock, which has halved since its IPO, Anthony explains why he belie…
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Why You Need To Re-Consider How You Are Using Your Capital Dividend Account [Secret Sauce Ep10]
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Are you making the most of your corporation’s retained earnings, or are you missing out on tax-saving opportunities using your capital dividend account? In this episode of Canadian Wealth Secrets, Kyle Pearce tackles a crucial topic for business owners: how to strategically use life insurance within your corporation and its capital dividend account…
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2198: Housing Affordability and Shortage- Investing in Rare Assets
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31:24
Jason discussed various issues related to geopolitics, capital gains taxes, and the real estate industry, expressing his discontent with proposed tax plans and the recent changes in real estate rules. He also warned against investing in pooled money assets due to the ongoing scandal involving Marco Santorelli and Norada Real Estate. Lastly, he high…
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Why the Capital Gains Tax Increase in Canada Isn’t Your Biggest Tax Problem
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Does the increase in Canadian capital gains tax inclusion rate rolled out by the Liberal government have you wondering how this change will affect your investments and overall net worth? In this episode Canadian Wealth Secrets, we address the most common misconceptions related to Canadian capital gains tax inclusion rates and we unpack the recent i…
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Money Talks| Date breach and listener questions
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Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. In this episode, we talk about ways to protect yourself after your information has been exposed in a data breach and answer several phone calls from listeners. Hosted on Acast. See acast.com/privacy for more inf…
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Adam Abbas of Harris Associates - It’s All About Fixed Income
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33:16
Today, Rusty and Robyn are joined by Adam Abbas, Head of Fixed Income and Portfolio Manager at Harris Associates. Adam Abbas has been a manager of the Oakmark Bond Fund and Oakmark Equity and Income Fund since 2020. He is also a vice president of the Oakmark Funds. He started at Harris Associates in 2018 after working as a lead portfolio manager at…
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2197: Leveraging Real Estate: How to "Die with Zero" While Building Wealth Through Smart Investments
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29:55
In this episode, Jason explores real estate trends in Warsaw, Poland, highlighting rising property prices and rents due to factors like the Ukraine invasion. He discusses global housing shortages and critiques U.S. policies, such as affordable housing initiatives and immigration impacts, which exacerbates demand and push prices higher. Jason emphas…
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