An insightful and lively podcast that gives you access to ideas and insight from a range of market experts from Manulife Investment Management.(Intended for Advisor Use Only)
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PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.
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How we invest today drives tomorrow’s innovations. Through conversations with investors and entrepreneurs, explore how investment decisions have the potential to improve our lives in unexpected ways. Powered by the network of Cambridge Associates, host Hillary Ribaudo explores the investments being made that will redefine our future. Join us to uncover the Unseen Upside.
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Host Lauren Goodwin brings a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investments.
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Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
Aspen Funds
Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds. Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, ...
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Financial Podcast featuring Mr. Keith Lanton, President. Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary. Disclosures: https://www.heroldlantern.com/disclosure -Press interviews or commentaries, please contact Keith or Sal Favarolo at 631-454-2000 | CREDITS: Sophie Cohen - Disclaimer | Alan Eppers - Introduction - Closing | Sal Favarolo - Producer, Sound, Editing, Artwork **For informational and educational purposes only, ...
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Winning Edge Investments provides industry leading Horse Racing and Sports Betting tips & education enabling members to invest intelligently and profitably. Sign up to our newsletters today and receive a 130 Page Betting Education Pack, plus Free Tips every Saturday into your inbox from our team of full time professional punters!
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The seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. With topics that can range from public policy, market technicals, and municipal strategies for clients to consider, tune in to our monthly in-depth conversations for the team’s latest views on the municipal market. MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Hold ...
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We chat with experts about Costa Rica Real Estate, buying a property in Costa Rica, building in Costa Rica, relocating and moving to Costa Rica, and investment experts on businesses that can work in Costa Rica. E-mail us at info@investingcostarica.com
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Many investors want a one-stop site to access clear, credible thinking on the markets and investing. Fisher Investments Market Insights was created to address this need, providing succinct, entertaining and savvy thinking on global capital markets. Our goal is to provide discerning investors the most essential information and commentary to stay in tune with what's happening in the markets, while providing unique perspectives on essential financial issues.
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FireSide is a podcast series from FS Investments featuring episodes and research on the markets and economy. This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. FS Investments is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author ...
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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
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Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services that include advice, investments and implementation. Russell Investments stands with institutional investors, financial advisors and individuals working with their advisors—using the firm’s core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help each achieve th ...
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A Podcast about savings, banking, investments, and perceptions of money.
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Values Investors Podcast | Socially Responsible Investing, ESG, Ethical, Impact, Sustainable Investments
Bill Holliday, CFP
Values Investors Podcast focuses on providing information about Socially Responsible Investing (SRI) and ESG (Environmental, Social, Governance) Investments. SRI and ESG investing is an investment strategy seeking to maximize both financial return and social good. The SRIESG podcast was created to help make SRI easy for socially conscious investors who are concerned about how they invest and want to make change in our society through their investments.
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Founded in 2013 and headquartered in New York, DMG is a leading global real estate investment management and development firm focusing on student housing, condominium, multifamily, and modular construction. By combining the joint expertise of our talented people, we offer clients a vertically integrated investment platform resulting in outstanding reliability – and the prospect of shared growth.
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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Michael Sidgmore
Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world of alternative investing, private equity (PE), venture capital (VC), real estate, crypto, collectibles and more. For anyone looking to invest into alternative assets (from experienced wealth managers to family offices to the individual investor looking for a more diversified investment portfolio), you’ll hear inside stories from executives and founders at some ...
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This is the official podcast for JC Harvest Investments!! Much Love. Hope you enjoy.
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The most advanced entity wagering hedge fund. Bringing you tips and tricks to beat the sports books.
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Market commentary and investment information from Vulcan Investments, a Toronto based Portfolio Manager, offering separately managed portfolio solutions comprising carefully selected publicly traded equity securities from Canadian, US and International markets.
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Podcast by SEI
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Podcast by Jacques Fouche
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Video Lecture for NAIT FNCE2280 Online Students
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments
bullshiftthepodcast
Make Better Wealth Decisions is a weekly exploration of how the financial services industry shifts peoples’ attention to make them more bullish. It involves a risk most people won’t recognize because being optimistic is usually a good thing. We all have biases – and being biased means you’re taking on unique risks that are not always recognized or acknowledged. It’s a perverse problem – how, exactly, does one address biases that are not even recognized? If we can’t (or won’t) acknowledge our ...
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Thoughts from us here at Summit on markets, trading and investment in general.
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Talking about the current state of the gold market,jewellery and watches.
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At Alternative Investments Radio we like to discuss how today it's possible to bring Institutional Investing to the Individual Investor. Questions, comments or want to learn more? Call us at 888-950-0033.
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Learn more about Exchange Traded Funds (ETFs) and alternative investments. Download and listen to a variety of Podcasts and potentially gain a better understanding of what ETFs are and how to gain exposure to the futures market.
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Asset Management & Investments is an excellent real estate investment firm that provides its clients with a wealth of opportunities. With their experienced team of professionals and extensive portfolio of residential, commercial, and investment properties located all over the country, Asset Management & Investments offers families and individuals a great selection when it comes to purchasing real estate.
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Driven by the principle of putting clients first, our strong entrepreneurial culture of performance and excellence is an integral part of our company DNA and shapes the values that define us.
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At Diamond Equity Investments, we work with distressed homeowners who need to sell their houses for cash. We buy houses in Philadelphia as-is, so you don’t have to spend anything on repairs or renovations. You also don’t have to tidy up the home or worry about home inspection and appraisal contingencies. We buy homes irrespective of their condition and location. So, if you’re worried about your house being located in a bad neighborhood, we can help. We buy houses in Philadelphia in just seve ...
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The Alternative Investments Club on Clubhouse has access to the world's leading investors, fund managers, finance experts and market wizards. With this podcast we make the Club sessions available to a wider audience as we dive into the exciting world of Alternative Investments - financial assets beyond the traditional equity/income/cash categories, e.g. hedge funds, private equity, venture capital, commodity trading advisors, private debt/alternative credit, CTAs, collectibles, digital asset ...
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At AXA Investment Managers (AXA IM) we are an active, long-term, global, multi-asset investor. We work with our clients today to provide the solutions they need to help build a better tomorrow for their investments, while creating a positive change for the world in which we all live. We are part of the AXA Group, a world leader in financial protection and wealth management.
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As we move into 2023, it’s important to start looking at the best gold IRA companies who can help you set up your gold IRA. These companies have a proven track record of excellence, and will be sure to provide you with the best service possible so that you can rest assured your investment is in good hands.
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Shawn Davis is Owner, Principal and CEO of Davis Financial Advisors as well as host of Uncommon Investment and Resources. This weekly radio show is built on providing its' audience with quality content meant to support a more broad based look at ones' overall financial portfolio. Weekly white papers document the detail of each show as well as the occasional in-studio guest. With diversification as it's mantra, the show is a veritable classroom each week on "how to's" and other valuable inves ...
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Kyle Ciotti is a financial advisor practicing in the Greater Louisville area and the US. The podcast is created to talk about solutions to financial pain points, interview local business owners/executives, and creative entrepreneurs in the community.
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Use a unique farm management system and precision farming methods for healthy and sustainable agriculture with one of the best farm management companies in Turkey “Agricultural Investment Management Farmlands”. By contributing with us, you accomplish an entire diverse level of common advantage of farming, mother earth, and pay age. Increase your business! Before taking a decision, let just know about the low investment rate, detailed feasibility, planned structure, working conditions, given ...
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This podcast series explores the exciting world of working in the Investment industry. Listen to women discussing thought-provoking, informative, and at times controversial issues. This is aimed at those thinking about joining the Industry and those early on in their careers. It's a must listen!
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We are a small international team of business professionals that have combined experience of more than 30 years in creating and managing people's wealth. And that's EXACTLY what we do on this podcast. Every week we upload at least 3 new podcasts that are focused on answering at least 1 of those 3 questions: 1. How to make more money? 2. How to make money while you sleep? 3. Where to invest all that money so one day you don't have to work at all? You can also say that on this podcast we bring ...
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Der Immopreneur Podcast | Cash-Flow und Vermögensaufbau mit Immobilien-Investments
Thomas Knedel: Unternehmer, Immobilien-Investor, Buchautor von Erfolg mit W
Mit dem Immopreneur Podcast gibt Immobilieninvestor und Buchautor Thomas Knedel sein Wissen rund um die Immobilie in anschaulicher und praxisorientierter Weise weiter. Lerne hier, wie Du bereits in 6 Monaten erfolgreicher Immobilieninvestor werden kannst bzw. mit Immobilien ein Vermögen aufbaust und passives Einkommen generierst. Erfahre in diesem Podcast, wie Du verschiedenste Einkommensquellen mit Immobilien erschließt, die dafür sorgen, dass Du künftig frei und unabhängig leben kannst. Le ...
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Immostories mit Babs und Max - Dein Podcast rund um Immobilien, passiven Cashflow und den besten Investments überhaupt: IMMOBILIEN. Babs ist Unternehmerin, Investorin und Immobilienliebhaberin
Babs Steger erzählt hier über: Geldanlage in Immobilien, Investments im große Stil, Geld, Erfolg, WG-Vermietung, Mieterprobleme, Mietnomaden vermeiden, erfolgreich vermieten, als Vermieter Probleme meiden
Der Podcast für alle Investoren, die Immobilien lieben, alle die sich einen passiven Cash Flow aufbauen wollen und ihr Einkommen erfolgreich steigern! Mit Immobilien ist das alles möglich. Lerne von einer Unternehmerin, die nicht nur Karriere im Konzern vorweisen kann, sondern auch mit mehreren Unternehmen erfolgreich ist. Sie kennt sich ebenfalls damit aus, einen Treuhandfond zu haben und in den Bereichen der Stiftungen. Ein Wissensschatz den Babs hier in dem Podcast teilt ist unbezahlbar, ...
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From a gold-plated rooftop in NYC, we bring festive tidings from Global Market Strategy… Join us for a special holiday episode of Market Matters, where Julia Hermann recites her annual holiday story— a clever twist on the classic that reflects on the year’s market highs and lows.Kirjoittanut New York Life Investments
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Though some of the year end volatility may be a preview of what is to come in 2025, we believe that the solid fundamentals in the municipal market will persist and be a stabilizing factor. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presen…
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Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 3 - Hamilton Lane's Stephanie Davis
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Everyone is talking about evergreens. Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets. This three part series with industry experts from Vista Equity Partners, KKR, and Hamilto…
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EP-227 Investor Visas being approved in Costa Rica - Residency update (RESIDENCY / LIVING)
25:02
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25:02
Need any advice or information, message us. Residency Lawyer Cristina Guerrini updates us on immigration changes, the recent approvals of investor visas, and what you need to know about applying via this method. She also updates us on what's happening the Nosara real estate market. Free 15 min consultation: https://meetings.hubspot.com/jake806/crco…
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Episode 102: Outlook 2025—gearing up for the year ahead
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The festive holiday season is upon us and what better time than now to reflect and prepare for the road ahead. Don’t miss out on this unique opportunity to hear from Kevin and Macan as they look to 2025 and share their thoughts on equity and fixed income developments. Will equity fundamentals continue to be a defining theme in the new year? What ro…
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Meme Coins vs. Real Assets: Lessons for Long-Term Investors
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36:23
December 16, 2024 Season 6 | Episode 44 This episode dives into the evolving views of Bitcoin among Wall Street leaders, highlighting a shift from skepticism to cautious optimism. It also covers the upcoming Federal Reserve meeting and Barron's predictions for market performance and key stocks in 2025, providing listeners insights into navigating t…
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The Takeaway with Troy Gayeski: Replacing fixed income
24:40
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24:40
Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Replacing or complementing fixed income with alternatives Troy joins Content Strategist Harrison Beck to examine how investors can replace or complement fixed income with alternatives. He addresses bonds and duration, the potential impact of Fed cuts,…
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An update on what's coming up in 2025.How to invest in the Trump economy (webinar): https://streamyard.com/watch/vgmee4YE2rAUFollow Aspen FundsLinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/
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S5:E5 The Maternal Health Crisis: Investing for Change
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There’s a maternal health crisis in the United States, with high rates of maternal mortality, especially among marginalized communities. But what is being done to improve it? Through conversations with those on the front lines, we uncover the stark health inequities that exist in maternal healthcare and the developments created to tackle them. We a…
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In this episode we discuss why now might be the most important time for socially responsible investingKirjoittanut Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
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Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 2 - KKR's Doug Krupa
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41:00
Everyone is talking about evergreens. Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets. This three part series with industry experts from Vista Equity Partners, KKR, and Hamilto…
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Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 1 - Vista Equity Partners' Dan Parant
43:45
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43:45
Everyone is talking about evergreens. Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets. This three part series with industry experts from Vista Equity Partners, KKR, and Hamilto…
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The bull-bear battles of 2025 (December 16, 2024)
21:00
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21:00
We have lost count of how many years “unprecedented uncertainty” has led annual outlooks, and yet here we are again. The next few months are likely to be a balancing act between a slowing economic impulse and sticky data that keeps the Fed from providing outright stimulus. Lauren Goodwin and Julia Hermann share how they see this balancing act playi…
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A Solid 2024 and We Remain Constructive
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13:40
On this episode, host Chris Roberti sits down with Matt Hage from the Los Angeles trading desk to discuss the state of the municipal market as we head nearer to the holidays, towards the end of 2024. Matt is a portfolio manager with focus on the investment grade segment of the municipal market. Together, Matt and Chris discuss how 2024 has been a s…
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EP-226 Sustainably constructing in Costa Rica with builder Darren Enns (BUILDING / SUSTANABILITY)
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Need any advice or information, message us. We talked to Darren Enns about building sustainably in Costa Rica, which can save you money on building and maintenance in the short and long term. We also chatted about the team you need when building in Costa Rica. Free 15 min consultation: https://meetings.hubspot.com/jake806/crconsult Contact us: info…
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Views from the road (December 9, 2024)
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In just this past month, Lauren Goodwin and Julia Hermann have spent time with investors across various political climates in the U.S., road-showed in the Middle East, and fielded questions from Europe, Japan, and Korea. This episode peels back the curtain to explore the similarities (and differences) in investor viewpoints from around the world – …
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Breaking Barriers: Navigating Bitcoin's Surge, Market Shifts, and Strategic Investment Insights
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December 9, 2024 Season 6 | Episode 43 Unlock the secrets to navigating the rapidly shifting landscape of cryptocurrency and financial markets with us. As Bitcoin breaks the $100,000 barrier, we explore how this pivotal moment is reshaping perceptions among investors and influential voices. We'll consider President-elect Trump's ambitious plans to …
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Elevated issuance continues but the market is absorbing it in an orderly fashion Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portf…
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Going Public with Evercore's Glenn Schorr - Ep. 2
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Welcome back to Going Public with Evercore’s Glenn Schorr. On the latest episode of Going Public, we drop the beat on F.R.E.A.M. Paying homage to Wu-Tang Clan’s song “C.R.E.A.M.” (“Cash rules everything around me”), Glenn discusses why “Fees rule everything around me” in asset management. We cover some of last quarter's most pressing topics in alte…
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Private markets outlook: Refilling the glass
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As we approach the end of 2024, sparks of life are emerging in private markets, fueling optimism for improved liquidity and a revitalized investment landscape. Join Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine private markets and the outlooks for private equity, private credit and comme…
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EP-225 Investing, developing and living in an Eco-Village Development in Latin America with Patrick Hierbert (INVESTING / LIVING)
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Need any advice or information, message us. We talk to Patrick Herbert, owner and developer for Eco-Villages, about his journey in Latin America, from Nicaragua and Belize to Panama, to his next project in Costa Rica. He explains what life is like living in a sustainable eco-development and what the starting prices are. Free 15 min consultation: ht…
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What’s next for the AI trade (December 2, 2024)
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Lauren Goodwin and Julia Hermann take a fresh look at the AI trade, evaluating both its promises and pitfalls. As investors set their sights on 2025, navigate tax considerations, and anticipate the tech policies of the incoming Trump administration, we dive into a key question: what lies ahead for the AI trading landscape?…
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Will AI Revolutionize the Oil Industry and Reshape Energy Markets?
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December 2, 2024 Season 6 | Episode 42 Explore the strategies that could make 2025 your best financial year yet. How do you prepare your portfolio for a new year following a phenomenal performance by U.S. equity markets in 2024? We promise you'll walk away with a solid understanding of how to navigate these dynamic times, featuring insights into po…
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EP-224 US + CR Lawyer & Entrepreneur discusses Real Estate and Running a business in Costa Rica (REAL ESTATE / INVESTING)
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Need any advice or information, message us. We talked to James Reilly, a US/CR lawyer and a business owner of a property management company and climbing company in Costa Rica. We get an update on the current state of the CR real estate market and what he thinks will happen in 2025. James explains the challenges of starting and running a business in…
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Episode 101: Fortified, not glorified: who says investing shouldn’t be boring? —Market Insights Monthly special edition
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Data surprises, recession concerns, shifting U.S. Federal Reserve policy? What if building a resilient portfolio mattered more than predicting future outcomes.This month, our Co-Chief Investment Strategist Kevin Headland had the pleasure of sitting down with Mawer Investment Management’s President and Portfolio Manager Jim Hall to discuss how patie…
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Navigating Financial Strategies: Trump's Policies, Cryptocurrency Rise, and Market Trends
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November 25, 2024 Season 6 | Episde 41 Unlock the secrets to navigating President-elect Trump's bold financial strategies and cabinet picks! Join us as we dissect the establishment of the Department of Government Efficiency (DOGE) spearheaded by visionaries Elon Musk and Vivek Ramaswamy. These leaders aim to slash $2 trillion from the federal budge…
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In this episode we discuss the reasons one might need to hire a financial planner.Kirjoittanut Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
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Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing va…
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Inflation rises in Canada. How could this impact the Bank of Canada’s upcoming decision on rates?
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Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing va…
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Some new issues are oversubscribed Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shield…
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Navigating Macro Trends Impacting the Future of Commercial Real Estate
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Taken from PineBridge Benson Elliot’s 2024 Annual General Meeting, Marc Mogull, PineBridge Benson Elliot’s Chief Investment Officer and Hani Redha, PineBridge Investment’s Multi-Asset Portfolio Manager discuss the macro trends impacting the future of commercial real estate.Kirjoittanut PineBridge Investments
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Balderton's Rana Yared - a masterclass on building global companies out of Europe
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Welcome back to the Alt Goes Mainstream podcast. Today’s guest is an expert in financial services and capital markets who has experience as both a strategic investor and a VC. We welcome Rana Yared, a General Partner at Balderton, where she co-leads their Growth Fund. She came to Balderton in 2020 from across the pond, where she was a Partner at Go…
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FS Thrive x John Stemmerman: How to regulate and reflect
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With over 20 years of experience supporting top athletes, military personal and business leaders, John Stemmerman (Senior Vice President of Performance at Exos) knows that high-performance is much more than just running a faster mile. John sits down with Ginevra Czech, FS Investments Director of Client Value Add Programs, to discuss practical strat…
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EP-223 Understanding US taxes for investing in CR + Investing using Self Directed IRA's (TAXES / INVESTING)
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Need any advice or information, message us. Alex and I chatted about everything tax-related between Costa Rica and the USA: registering your corporation, offsetting travel expenses, carrying depreciation, 1066 application for Real Estate in Costa Rica, and using your self-directed IRA to invest in Costa Rica. Free 15 min consultation: https://meeti…
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The Trump Trades: Fade or Follow? (November 18, 2024)
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16:34
It’s been a couple weeks since the U.S. election, and the market is buzzing with post-election “Trump trades”. Lauren Goodwin and Julia Hermann break down which ones to follow and which to fade on the latest Market Matters.Kirjoittanut New York Life Investments
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S5:E4 Digital Health: Transforming Care, Improving Access
37:36
37:36
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37:36
How will evolving digital technologies impact healthcare delivery, patient experience, and access to care? According to new venture-backed companies, they can advance health equity, democratize access, and empower individuals to take control of their health journey. Alongside industry pioneers and investors, we explore digital health advancements s…
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How Do Probabilities and Emotions Drive Your Investment Decisions?
34:36
34:36
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34:36
November 18, 2024 Season 6 | Episode 40 Unlock the secrets of the financial markets as we navigate the intricate world of investing by examining the powerful interplay between probabilities and psychology. How do year-end strategies and new information affect investor behavior? Discover the art of decision-making in investing, drawing parallels to …
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With AI’s powerful entry into the financial world, many investors are re-evaluating their strategies to stay ahead of trends and avoid the herd mentality. Whether you're cautious or curious about AI's role in finance, understanding its impact could be the key to smarter investment decisions and capturing new opportunities.In this episode, you’ll le…
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Finding Value in the Home Stretch of 2024
23:52
23:52
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23:52
On this episode, host Chris Roberti sits down with Ian France from the Los Angeles trading desk to discuss the state of the municipal market post-election, down the home stretch of 2024. Ian is a Director, Credit Analyst and High Yield Municipal Trader with the team. Together, Ian and Chris assess how the election is already affecting the market, d…
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Churchill Asset Management's Alona Gornick - the evolution of private credit, the power of permanent capital, and the importance of the product specialist
54:51
54:51
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54:51
Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who has experienced the growth and evolution of the credit space from different vantage points. We welcome Alona Gornick, a Managing Director, Senior Investment Strategist, and Co-Head of the Chicago Office for Churchill Asset Management, a firm with $50B committed cap…
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183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth?
38:21
38:21
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38:21
Mark Kohler and Ben Fraser discuss tax strategies, asset protection, and the political landscape's impact on small businesses. They also touch on efficient business structures like the S corporation, the importance of revocable living trusts in estate planning, and the power of Roth IRAs for building tax-free wealth. Mark is the founder and board m…
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Ep. 119 - Could AI Be Revolutionizing Financial Planning?
28:07
28:07
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28:07
Are you tired of feeling like you’re in the dark when it comes to making smarter investment choices?If you're frustrated with the confusing world of Wall Street or feel like traditional investment advice just doesn’t cut it, this episode is for you. We’re diving into the world of artificial intelligence with George Kailas, CEO of Prospero.ai, to re…
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Bet on change: What’s next in policy and markets?
30:13
30:13
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30:13
Voters overwhelming ushered in a new Republican majority. But what can investors expect when it comes to key issues like regulation and inflationary policy? One thing is for certain: You can bet on change. Join Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame as they dive into what the Trump win means for markets, policy and the…
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EP-222 Central Pacific Update (Jaco, Hermosa, Herradura) and the luxury investment opportunity in Costa Rica (REAL ESTATE)
27:27
27:27
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27:27
Need any advice or information, message us. We talked to David Karr about real estate in the Central Pacific of Costa Rica (Jaco, Herradura, Playa Hermosa): what's selling, what's not, and where he sees the opportunity currently. We chatted about the lack of luxury products available and where he thinks there is opportunity in the luxury market in …
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Ken Fisher Explains Digital Currencies, Bear Markets and How to Gauge Investor Sentiment – Nov. 2024
15:40
15:40
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15:40
In this episode, Fisher Investments’ founder and Co-Chief Investment Officer Ken Fisher answers a new round of listener questions. Ken offers his thoughts on digital currencies and defines investor sentiment and ways to gauge it. He also discusses the likelihood of an impending bear market and whether meme stocks are something worth paying attentio…
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The Impact of Elections on Investments: Navigating Stock Market Fluctuations with Diversification and Smart Sector Choices
25:09
25:09
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25:09
Elections wield significant influence over financial markets, creating a mix of volatility and opportunity for investors. From shifting policies to economic reforms, the effects ripple across sectors, altering interest rates, currency values, and overall investor sentiment. While short-term uncertainties can disrupt the market, long-term strategies…
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Ballots, Bulls, and Bears: Trumped-Up Markets (November 11, 2024)
36:04
36:04
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36:04
The results are in. Donald Trump won the 2024 Presidential election, and Republicans have taken control of both the Senate and the House of Representatives. What does it mean for investors? Which of the week’s market moves are likely here to stay? Lauren Goodwin, Julia Hermann, and Michael LoGalbo cover it all.…
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Are you looking to make the most of your investments while keeping your tax bill as low as possible?Many investors are unaware of tax-saving opportunities and often miss out on valuable deductions.In this episode, we explore how strategies like investing in flow-through shares and limited partnerships can offer significant tax relief, even if you'r…
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Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing va…
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Episode 100: Achievement unlocked—looking through the rearview mirror
36:52
36:52
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36:52
Here we are—100 episodes and 7 years later! This truly is a remarkable milestone for our Investments Unplugged podcast, which has seen roughly 86,000 downloads since the pilot episode aired all those years ago. In this month’s celebratory episode, we get up close and personal with our dynamic hosts and Co-Chief Investment Strategists: Kevin Headlan…
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