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Formerly Take 15, Guiding Assets is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets 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. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Guiding Assets ...
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CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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Investment Analysis and Advice
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Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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This podcast keeps you up to date on the latest sermons happening each week at CFA! Our hope is that each sermon will bless your life as God speaks to your heart. Thanks for joining us!
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Named one of the top podcasts about corporate social responsibility, The Sustainability Story features intimate conversations with thought leaders from the world of ESG integration and sustainability. The topics include anything and everything about where finance intersects with the environment, governance, sustainability, social, climate change, biodiversity, human capital management, sustainable investing, impact investing, regulations, standards, and more. Host Matt Orsagh, CFA, CIPM is a ...
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
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Presented by CFA Society Pittsburgh, this is a show about Pittsburgh and finance. Each episode, we meet an accomplished Pittsburgher living and working in the Burgh. Whether born here or transplanted here, each guest will share stories about their connection to Pittsburgh. You’ll hear their successes and failures to get where they are today and where they’re going tomorrow. Bridge to the Burgh is hosted by Bradley Jones, CFA, CAIA, EA, CAP®, the Investment Manager of External Portfolios for ...
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David Nelson launches The Money Runner. In the end money touches everything. The show will take on topics that resonate from Wall Street to Main Street and of course Washington.
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Welcome to My Worst Investment Ever podcast hosted by Your Worst Podcast Host, Andrew Stotz, where you will hear stories of loss to keep you winning. In our community, we know that to win in investing you must take the risk, but to win big, you’ve got to reduce it. Your Worst Podcast Host, Andrew Stotz, Ph.D., CFA, is also the CEO of A. Stotz Investment Research and A. Stotz Academy, which helps people create, grow, measure, and protect their wealth. To find more stories like this, previous ...
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This show teaches successful freelancers and solopreneurs like you how to: Hack your money to further your financial independence, lower your tax bill, invest smarter, and optimize your finances. Freelance Finance fix was created by money nerds who love researching, optimizing and diving deep into all things financial. We are passionate about helping freelancers find unique and exciting opportunities available to them that are not available to the traditional 9-5 crowd. So grab your favorite ...
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Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted through Twitter Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Michael A. Ga ...
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Hi, this is Rohit and I am a CFA Charterholder. Thank you for taking the time to visit my podcast. I am a Personal Finance Coach. Thousands of men and women from 150+ countries have enrolled into my video training programs. I teach trading, investing and personal finance. I also provide financial coaching and mentoring. I am a Nison Certified Advanced Japanese Candlesticks Trader, as well as a Dale Carnegie Certified Trainer. Here is the video version of this podcast: rohitmusale.com/videos
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The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of KC Financial Advisors and is a Chartered Financial Analyst (CFA). He has more than 35 years of experience in the investment business.
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Tea and Crumpets is Formidable Asset Management's biweekly podcast that features Formidable's Managing Partner and CEO, Will Brown, and Chief Investment Officer, Adam Eagleston, CFA, talking directly about current events in relation to their expertise and business in a conversational manner.
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Guardians of Finance with Matt McLaughlin
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Guardians of Finance with Matt McLaughlin
CFA Society Cleveland
Ready to connect with the investment community here in Cleveland? Want to learn about the people, events, projects, and firms that are making a difference? Want all of that but feel like you don’t have the time? This is the show for you. Welcome to Guardians of Finance. Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, CFA, CAIA and Portfolio Specialist at Diamond Hill Capital Management, Guardians of Finance will provide you with a chance to foster deeper connect ...
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Fill The Gap: The Official Podcast of the CMT Association
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Fill The Gap: The Official Podcast of the CMT Association
Tyler Wood and Dave Lundgren, CMT, CFA
Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, brings veteran market analysts and money managers onto a monthly podcast. These conversational sessions will explore interviewees’ investment philosophy, process and decision making tools. By learning more about key mentors, early influences and their long careers in financial services, Fill the Gap will highlight lessons our guests have learned over many decades and multiple market cycles. Join us in conversation with the men ...
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Money Talk 1290- Presented By Arlington Financial Advisors
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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Welcome to Sal Daher, CFA, where amazing things happen.
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Communication Foundation for Asia, which is a non-stock, non-profit NGO dedicated to use of the media for total human development, has once again moved forward for another big challenge to disseminate its treasured gems through a modern medium today: a Podcast. CFA SANCTUNER’s mission is to harness the power of radio podcasting to propagate the good moral and Christian values for human social development.
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Our mission here at Christian Faith Assembly is to inspire intimate relationships with CHRIST, demonstrate Kingdom CULTURE & release hope in our COMMUNITY.
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Audio lessons on shift leadership at CFA Milford Plaza, covering both Front-of-House and Back-of-House.
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Quick coverage of the leading practitioner journal in the investment management community. Get a quick overview of each issue with the Editor's Snapshot. Also find article summaries and more.
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In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, includ ...
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India's Leading Finance & Investing Podcast Through The Voice Of Harsh & Aditya Goela from Goela School Of Finance. Team of CFA | MBA | CA | INDIA'S Leading Stock Market TrainersTEDx | JoshTalk | NSE & BSE Trainers | IG & Youtube : Goela School Of Finance
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Welcome to The Vijay Kailash Show, where we help you become a millionaire through entrepreneurship, investing, and self-improvement education. I'm your host, Vijay Kailash, CFA, founder and lead instructor at OptionSellingSecrets.com. At OptionSellingSecrets.com, we teach investors just like you how to make money in the stock market regardless of market conditions. You can learn our strategies for free at OptionSellingSecrets.com. Disclosure: Vijay Kailash is not an investment advisor and do ...
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CFA Institute Research Challenge Podcast
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CFA Institute Research Challenge Podcast
Research Challenge
The CFA Institute Research Challenge is an annual educational initiative promoting best practices in equity research among finance students across the world.
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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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On Money Notes, financial advisors Nancy Lottridge Anderson, Ph.D., CFA and Ryder Taff, CFA, CIPM discuss personal finance topics. We are independent, fee-only investment advisors who want you to learn to grow your wealth through good savings habits and prudent investing.
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Welcome to Blue Marble Research Advisory's media blog Media appearances and in-depth Interviews with leading Investment Strategists, Economists, Geopolitical experts, and other key thought leaders
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The ETF Investor – brought to you by the ETF Specialists, etfSA.co.za. Through this podcast series we bring you insight and understanding of ETFs (Exchange Traded Funds), clarity on how to best use it in any type of investment portfolio, technical details of what happens inside the ETF, and practical advice on how to choose ETFs for your investment wants and needs.
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Review Powerpoints for Basic Biology
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I am a university professor, textbook author, and Chartered Financial Analyst (CFA) charterholder. I am recording a series of episodes explaining international finance topics for my students. If you are taking an international finance course or simply want to learn more about international finance, you can listen to these to get an overview of some key topics.
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email: money@mpbonline.org Money Talks airs Tuesday mornings at 9 Central Time on MPB Think Radio and over the internet at mpbonline.org 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 are Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives. Nancy and Ryder are both Cha ...
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Business Samurai: Business and Pop Culture Podcast
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Business Samurai: Business and Pop Culture Podcast
Ramon Rodrigo Cuenca, CFA
Podcast to support the Business Samurai business strategy manga. Business Samurai manga creator Ramón Cuenca, CFA talks about business and pop culture, as well as the manga.
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This series provides a guide to the economic and policy developments within the European Union (EU) and is a must-listen for any student, policy maker, legislator, economist, or corporate strategist seeking a greater understanding of the opportunities, risks, and emerging policy initiatives that will affect the 330 million consumers living there and the companies doing or seeking to do business there. These podcasts are delivered by Josina Kamerling, head of regulatory outreach for CFA Insti ...
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WallStJunky is a podcast and community founded by two veterans and is centered around common sense investing and responsible financial decision-making for the younger generation. WallStJunky is hosted by Joshua Lutkemuller, CFA with episodes and other content released weekly. Topics discussed in this community include financial markets, personal finance, behavioral finance, long-term investing, and real estate. The intent behind each piece of content released is to make our listeners more co ...
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Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
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Welcome to the Leaders in Flow podcast, where we explore the art of conscious leadership with a Scandinavian and global mindset, and its influence in a rapidly changing world. Join us as we engage in thought-provoking talks with leaders and university professors, and discover business and psychological insights on how to develop and practice cutting-edge leadership skills in today's dynamic environment. So, whether you're a seasoned leader or a curious learner, tune in to Leaders in Flow and ...
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Are you ready to feel confident and knowledgeable when working with your investment adviser? The Adviser Checkup Podcast is a weekly podcast that explores the highs and lows of working with your investment adviser. Think of me as your own personal advocate and coach here to help you confidently work with your adviser. I'm Kelly. I'm a Chartered Financial Analyst, former Chief Compliance Officer and have over 10 years of experience with investment advisers. I am so excited you have taken this ...
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This is a podcast for retail investors who want to achieve financial freedom through TechnoFunda Investing Process. Hosted by Vivek Mashrani, CFA.Disclaimer: This is for educational purpose only. Any part of this podcast should not be considered as investment advise. Kindly consult your financial advisor for the same.
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Beyond The Bar Podcast by CrossFit Austin
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CFA Society Chicago
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Macro Matters - Debt Ceiling Discussion - Volume 5, 2023
37:18
37:18
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Monique Thanos, Tony Zhang and RIch Excell are back in the latest Macro Matters. This week they discuss the recently concluded debt ceiling discussion. Now that the bill has passed, is the market out of the woods? Or is the hard part only about to begin. Check it out
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
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Ep 124: Portfolio Moves in Light of Recession Fears
26:36
26:36
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Is the U.S. economy heading toward a recession? This question is seemingly perennial but has undoubtedly been a hot topic in the last year. Listen as Tyler Emrick, CFP®, CFA® talks you through what the data shows on how investment markets have performed in past recessions and whether being able to time recessions is likely to help your portfolio. H…
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Guardians of Finance with Matt McLaughlin
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Dan Bandi, CFA and Chief Investment Officer at Integrity Asset Management
44:19
44:19
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In this episode, we talk to Dan Bandi, CFA and Chief Investment Officer at Integrity Asset Management. Dan’s story begins in Pittsburgh and takes him across the country before he settled here in Cleveland and helped build a successful buy-side investment firm. We discuss Dan’s journey as well as many other topics such as the investment decision Dan…
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The Money Runner - David Nelson
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Is the Bull Market Real? - $Trillions on the sidelines want to know
8:43
8:43
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With $Trillions on the sidelines the recent market surge begs the question is the bull market for real? Two rules to follow in judging if you're thinking about rotating into small caps and deep cyclical stocks. 00:00 Debt Ceiling Crisis Resolved 00:37 Friday's Surge 00:49 Sector Leadership 01:19 Statistical Gap 01:47 What will force a rotation 02:1…
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CFA Sunday Service 6.4.23
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Money Guy Show
1
Should You Pay Extra on Your Mortgage Now?
24:22
24:22
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With interest rates for mortgages increasing recently, does that qualify as "high-interest debt," and does that mean you should pay it down faster? We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the nex…
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My Worst Investment Ever Podcast
1
Carter Malloy – Valuation Is Not a Reason to Invest
31:40
31:40
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BIO: AcreTrader’s CEO, Carter Malloy, grew up in an Arkansas farming family and has had a lifelong passion for agriculture and investing. Before founding AcreTrader, he spent five years as part of the founding team of a successful global equity investment firm. STORY: Carter was super impressed by a healthcare software company whose stock was reall…
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Lead-Lag Live
1
Mastering the Multi-Speed Market: Greg Daco on Disinflation, Monetary Policy, and Debt Ceiling Debates
46:35
46:35
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Navigating the complexities of the global economy can be a daunting task, but it doesn't have to be. Join us as we sit down with Greg Daco, our esteemed guest, to explore the challenges of the multi-speed market and its impact on forecasting. With insight on the poly crisis type environment and guidance on how to handle different sectors experienci…
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Lead-Lag Live
1
Kyle Bass: Geopolitics, China's War Preparations, and Investing Risks
47:50
47:50
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What are the real takeaways from the recent G7 Summit and how do they demonstrate a shift in international relations? Join us for an enlightening conversation with our guest Kyle Bass, as we discuss the significance of the G7 Summit, its press coverage in Hiroshima, and the formation of rival blocks with China, Russia, Iran, and North Korea as the …
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Goela House Of Finance
1
Supreme Court on Adani Hindenburg Case 😱| End of Adani Group? | Supreme Court | Harsh Goela
16:40
16:40
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In This Video By Goela School of Finance, We Will Discuss The Supreme Court Verdict on the Adani Group And Why The Supreme Court Gave a Clean Chit to Adani? More About This In The Video,. 👉Supreme Court Report - https://goelasf.in/wp-content/uploads... 👉Sources - https://goelasf.in/wp-content/uploads... Get in Touch ⏩Twitter Tips - https://mobile.t…
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Lead-Lag Live
1
Mastering Market Risks and Volatility: Expert Insights with Chris Weston
46:23
46:23
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Navigating the ever-changing global market landscape can be a daunting task. That's why I invited seasoned trader Chris Weston to join me in discussing crucial factors such as US politics, Federal Reserve policy, and the S&P index to better understand risks and volatility events in the market. With his vast experience in investment banking and curr…
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Lead-Lag Live
1
Navigating the Cannabis Industry: Insights from an Ex-Cop and Industry Expert, Kyle Kazan
39:07
39:07
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What if you could gain exclusive insights into the cannabis industry from a former police officer and industry expert? Join us as we sit down with Kyle Kazan to discuss his unique perspective on the war on drugs and his journey into the world of cannabis. Kyle shares how his experience with private equity and real estate led him to Glasshouse Group…
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Lead-Lag Live
1
Navigating Economic Uncertainty: Asset Allocation, Interest Rates, and the Future of Monetary Metals with Keith Weiner
47:08
47:08
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Are you prepared to navigate the uncertain economic landscape? Join me and my guest, Keith Weiner, Founder and CEO of Monetary Metals, as we delve into asset allocation, interest rates, and the impact of politics on our economy. Discover how the Federal Reserve's decision to socialize credit has led to a volatile situation for investors and what pa…
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Retire With Style
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Episode 69: RISA® in Action: How do our advisors use the RISA® to navigate personalized retirement income plans.
52:24
52:24
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We kick off our “RISA® in Action” arc with our very own advisors, Jason Rizkallah, CFP®, RICP® and Stephen Pomanti, MS, MSFS, CFP®, ChFC®, CLU®. Coming fresh off our Retirement Income Challenge for Consumers where our participants completed over 300 RISAs, we discuss how the RISA® leads our efforts to identifying how individual preferences inform t…
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Lead-Lag Live
1
Options Trading in Uncertain Times: Navigating Market Volatility with Bob Lang
46:50
46:50
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Looking for ways to protect your portfolio in today's uncertain market environment? I sat down with options trading expert, Bob Lang, to discuss the importance of timing and how to navigate market volatility. With over 20 years of experience and author of the book "Know Your Options," Bob shares valuable insights on making options trading easier to…
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Money Guy Show
1
The Best and Worst Types of Life Insurance
30:18
30:18
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30:18
No matter how much you know about finance, you’ve definitely heard about life insurance: maybe from commercials pitching it as something to buy your baby, or a family member or friend that got into the industry. Is life insurance worth getting or something you should avoid? How do you decide to choose what type of life insurance to buy? Jump start …
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My Worst Investment Ever Podcast
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ISMS 24: Larry Swedroe – Confusing Skill and Luck Can Stop You From Investing Wisely
40:50
40:50
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In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this fourth episode, they talk about mistake number 7: Do you confuse skill and luck? And mistake number 8: Do you avoid passive investing because you sense a loss o…
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Lead-Lag Live
1
From Marine Corps Discipline to Mastering the Financial Markets: Uncovering the Secrets to Successful Investing with Dillon Valdez
53:13
53:13
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Ever wondered how a disciplined mindset from the Marine Corps could help you navigate the world of trading and investing? Join us for a compelling conversation with our guest, Dillon Valdez, an ex-Marine turned medical sales professional and independent investor, as he shares his journey into the financial markets and the invaluable lessons he's le…
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Lead-Lag Live
1
Exploring Bond Markets, Post-Covid Investing, and Financial Fraud with Felix Salmon
47:11
47:11
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What insights can we gain when we approach financial markets through the lens of bond markets, rather than the stock market? Join us for a fascinating conversation with Felix Salmon, chief financial correspondent at Axios, host of the Slate Money podcast, and author of The Phoenix Economy, as we explore this unique perspective and delve into its im…
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After a few days with the grandkids, David is ready to talk about ways to give tax-free gifts to beneficiaries, now and in the future. How can you pass some of your legacy onto the next generation? Whether you are well into retirement or still have kids yet to leave the nest, there are a number of ways to do this. David shares three strategies and …
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Goela House Of Finance
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HE IS THE REASON WHY INDIANS STILL HATE STOCK MARKET | OPERATOR MAFIA | MANU MANEK
15:26
15:26
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We saw another shrewd stock market broker who dominated the stock market in those times before Harshad Mehta in Scam 1992. That person is none other than Manu Manek Mundra, also known as the Black Cobra of the stock market. Watch the video for more information Ultimate Psychology Masterclass - https://boost.goelasf.in/nng-workshop... Get in Touch ⏩…
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The Investors First Podcast
1
Wes Gray, Alpha Architect: Build Your Own ETF, Advanced Tax Strategies & a New T-Bill Alternative
59:54
59:54
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In today’s episode, we host Wes Gray, CEO of Alpha Architect. Founded in 2010, Alpha Architect is a research focused quant firm that put themselves on the map offering value and momentum factor exposures, but it doesn’t stop there. Wes and his group have evolved to offer advanced tax strategies in the form of ETF’s, separately managed accounts (SMA…
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The Rohit Radio Show
1
122 - How to Wake Up at 4 AM Without Using An Alarm Clock
5:58
5:58
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Video Library: rohitmusale.com/videos
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My Worst Investment Ever Podcast
1
Gisela Hausmann – Encourage and Appreciate Your Employees’ Creativity
40:55
40:55
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BIO: Gisela Hausmann graduated with a master’s degree in film & mass media from the University of Vienna. She’s one of a dying breed of adventurers – she digs in and researches topics of interest from the ground up, then tells things as she sees them. STORY: Gisela joins the podcast again, discussing her new book Winning @ Amazon. Today she shares …
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Berit Sander and Stephane Guerraz have a dialogue with Jason Lambert, Senior Director of Internews Network, leading for large scale impact at Internews, a non-profit organisation supporting media organisations in 100+ countries. Visit www.competenceinflow.com to know more about the hosts' leadership development offering.…
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Money Guy Show
1
"I'm Paying Cash for a Car - How Much Should I Spend?"
30:55
30:55
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If you're thinking about buying a car in cash, how much should you spend for the car? We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access…
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Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for 5 Steps To Plan For Your Retirement In Your Fifties. Summary: [139] – If you’re in your fifties, you’re in your peak earning years, and finally have the time and money to do the things you’ve always wanted to do, but have…
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The Money Runner - David Nelson
1
Debt Ceiling Deal - Short Term Fix to a Long Term Problem
10:29
10:29
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10:29
President Biden and Speaker McCarthy have announced a Debt Ceiling Deal. Of course, there is no deal until they can sell it to wary house members on both sides of the aisle. While it keeps the U.S. solvent it is a short term fix to a long term problem. 00:00 Debt Deal 01:07 The Price Tag 01:40 Criticism from both sides 02:43 Short Term Fix 03:09 Re…
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My Worst Investment Ever Podcast
1
Connor Steinbrook – Do Due Diligence Before Visiting a Real Estate Property
28:56
28:56
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BIO: Connor Steinbrook is the Founder of the EXP realty Wolfpack Revenue Share Organization, with more than 2,700 agents operating in all 50 states and 12 countries. The group closed almost 10,000 houses and 3.5 billion in sales in 2022. STORY: Connor came across a house in a high-priced area that was being sold for dirt cheap. It caught his attent…
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Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives, Ryder Taff, Portfolio Manager with New Perspectives & Kevin Farrell, Producer Topics Discussed: Ways to Pay Off Debts. Email: money@mpbonline.org. Hosted on Acast. See acast.com/privacy for more information.
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Retire With Style
1
Episode 68: Annuities as a viable source of protected income
40:08
40:08
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In this episode, Wade and Alex break out the “A” word and discuss the many definitional concepts of annuities. We tackle some common misconceptions surrounding how they work (including some that many advisors don't realize exist). We further discuss how they are essentially a “risk-off” solution that fundamentally differs from an investment, “risk …
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Are you aware you can rent out your home for tax-free income? That’s right—for freelancers, solopreneurs, and small business owners who love to travel, renting your property might be an excellent way to earn tax-free income. In this episode, Alex covers what the Augusta Rule is and how to take full advantage of renting your home for tax-free income…
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Guardians of Finance with Matt McLaughlin
1
Ryan Ruggaard talks investing in investing from childhood, navigating the Chicago investment scene, and taking over the family business
35:56
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In this episode, we talk with Ryan Ruggaard, Director of Research at Ruggaard & Associates. Ryan has a fascinating background that has taken him from Hudson, to SW Ohio, and to Chicago with many trips and stops along the way. While Ryan is lives in Chicago, he maintains strong personal and professional connections to Cleveland. He has a wide range …
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Orion's The Weighing Machine
1
Advice Beyond Investing with Bento Engine's Philipp Hecker
40:12
40:12
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When it comes to wealth management, investment advice is just one piece of the puzzle. Financial advisors who focus on investing miss out on a key opportunity to provide comprehensive, holistic advice that can create real value for their clients. In fact, the importance of providing advice that goes beyond investing has been highlighted by recent r…
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Money Guy Show
1
Should You Prioritize Retirement Savings or Your Kids' College Savings?
21:40
21:40
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How should you think about balancing saving for your own retirement and preparing for your kids' college savings? We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe…
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Compound Insights
1
How Will MBS Handle the Macroeconomic Changes
12:34
12:34
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Hear from an Erica Adelberg, CFA at Bloomberg about everything from spreads to the long termBy CFA Society New York
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My Worst Investment Ever Podcast
1
Zachary Resnick – Invest in People Not Just Ideas
39:18
39:18
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BIO: In 2013, Zachary Resnick began to make a living from playing poker cash games and investing in other poker players, providing a unique understanding of risk management that is largely shaped through leveraging volatility to outperform others in the high-risk, high-reward situations of poker. STORY: Zach invested in two founders with a brillian…
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Goela House Of Finance
1
WHY USA is Scared of INDIA'S Faster Growth? | Impact on Stock Markets? | Morgan Stanley Report
16:29
16:29
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This episode by Goela School of Finance discusses the Morgan Stanley report and the three key points that will make India a superpower by 2030. Get in Touch ⏩Twitter Tips - https://mobile.twitter.com/goelasf ⏩Facebook connect - https://www.facebook.com/goelaschoolo... ⏩Instagram updates - https://www.instagram.com/goela_schoo... ⏩Linkedin - https:/…
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Lead-Lag Live
1
Mastering Automated Trading Strategies and Risk Management with Brad Matheny
53:59
53:59
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What if you could master the art of automated trading strategies and risk management? That's exactly what we're going to explore in this eye-opening episode featuring our guest, Brad Matheny. With over three decades of trading experience and thousands of strategies under his belt, Brad shares his insights into crafting the perfect rules-based appro…
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Lead-Lag Live
1
From Hollywood to Wall Street: Mastering the Day Trading Mindset with Vincent Bruzzese
49:21
49:21
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Ever wondered what it takes to become a successful day trader, conquer the volatile market, and achieve financial independence? Tune in to our eye-opening conversation with Vincent Bruzzese, the real day trader himself, as he shares his unique journey from academia to Hollywood, and eventually, to the stock market. Discover how Vincent's experience…
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Lead-Lag Live
1
Mastering Sideways Market Trading: Expert Strategies and Tips with David Floyd
46:46
46:46
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Are you ready to navigate the challenging sideways market and make profitable trades? Join us as we chat with David Floyd from Aspen Trading Group about his expertise in day trading and swing trading, and how he's adapted his strategies to succeed in the current stagnant market environment. David shares valuable insights into the art of scalping, p…
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Money Talk 1290- Presented By Arlington Financial Advisors
1
Episode 255: Money Talk 1290 - Jeff Devine, CEO and President of American Riveria Bank
54:00
54:00
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Listen to Jeff Devine, CEO of American Riveria Bank discuss the difference of Community Banking v. Regionals Banks in the current banking world crisis.
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Retire With Style
1
Episode 67:The Future of Protected Income Summit. A review with Wade, Jason, and Alex.
31:56
31:56
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If you want to get a sense of what’s developing in the world of retirement income, then you’ll want to check out our bonus episode. The Alliance for Lifetime Income, the leading consumer advocacy group for protected lifetime income held a summit on the state of retirement income with the help of leading academics and practitioners. Jason Fichtner, …
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Lead-Lag Live
1
Mastering Market Sentiment: Contrarian Indicators and Process-Driven Investment Strategies with Charles Rotblut
49:53
49:53
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Are you aware of how investor sentiment can impact the stock market? Join us for an enlightening conversation with Charles Rotblut, Vice President of the American Association of Individual Investors (AII) and editor of their monthly magazine, as we dive into the fascinating world of the AII sentiment survey and its implications for investment strat…
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Money Guy Show
1
How to Recover From 4 HORRIBLE Financial Mistakes!
35:35
35:35
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In our nearly four decades of combined experience managing money, we’ve seen some horrible financial mistakes - here are the four worst we’ve seen first-hand and what you can do to avoid making a similar mistake. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next lev…
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The ETF Investor
1
The ETF Investor - Episode 51 - Precious Metal ETPs
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40:53
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There has been a sudden surge in interest in precious metal ETFs in recent months, especially in platinum. What is driving this demand? Why can only some banks, and no asset managers, be issuers of commodity ETPs? In addition to platinum, we cover gold, silver, palladium and rhodium in this podcast.
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Lead-Lag Live
1
Winning Strategies for Outsized Market Returns with US Investing Champion Matt Caruso
51:15
51:15
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Want to achieve outsized returns in the market? Matt Caruso, a professional investor and winner of the US Investing Championship, reveals how he does it in this insightful conversation. With years of experience in growth stocks and investing, Matt shares his strategies for outperforming the market and avoiding bear markets. Discover how his approac…
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Lead-Lag Live
1
Unraveling the Secrets of Technical Analysis and Sector Rotation: Julius Kempenar's Journey from Military to Market Pioneer
50:25
50:25
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Ever wondered how a military background can lead to a fascinating journey as a pioneer in the world of technical analysis and quantitative investing? Join us as we uncover Julius Kempenar's incredible story, exploring his discoveries and groundbreaking work in understanding the rotational nature of markets. Dive deep into the evolution of technical…
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Lead-Lag Live
1
Jeffrey Hirsch on Preparing for Market Corrections: Seasonal Patterns, Federal Policies, and Investor Strategies
1:03:45
1:03:45
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Are you prepared for a potential market correction? Join us as we discuss the current market outlook with our guest, Jeffrey Hirsch, and explore strategies to take advantage of the market's seasonal patterns. We dive deep into analogies between 2011 and 2023, discussing the potential impact of Congress and the White House on the market, as well as …
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