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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

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WallStJunky

Joshua Lutkemuller, CFA

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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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Quiet Innovation: Great Ideas Hiding in Plain Sight.®

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Quiet Innovation: Great Ideas Hiding in Plain Sight.®

John P. Gavin, CFA: Professional Investor, Serial Entrepreneur, Dirt-Poor as a Kid

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Through a combination of engaging interviews and narrative from the host, John Gavin, a seasoned securities analyst and serial entrepreneur, this podcast showcases innovations right under our noses. The show takes you places you did not expect regarding things you may often see, pass by, and perhaps even take for granted. Quiet Innovation brings them to your attention, leaving great stories that stick with you once you hear about them. With nearly 30 years of professional experience to draw ...
 
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show series
 
The Taxonomy Regulation establishes an EU-wide classification framework to provide businesses and investors with a common language to identify environmentally sustainable economic activities. Companies will be required to disclose their impact in the environment and increase transparency in how they mitigate it. On this episode, Josina Kamerling in…
 
Josina introduces us to the recent developments in corporate governance and reporting to protect retail investors, and the need for a holistic approach in the recent CSRD proposal, the EU legislation that aims to widen the NFRD's scope and ESG disclosure requirements. She welcomes Olivier Boutellis-Taft, CEO of Accountancy Europe to the show and po…
 
CFA Institute and BETTER FINANCE address the recent boom of SPACs in a joint research report that brings a pragmatic view of the issues facing European retail investors and investment professionals that are considering a move into this rapidly evolving (and for many, unfamiliar) territory. Roberto Silvestri, Josina Kamerling and Edoardo Carlucci di…
 
The investment industry is facing a cultural shift as diversity, equity, and inclusion (DEI) become crucial elements in attracting and retaining talent, whoever it comes from. Josina introduces Sarah Maynard, Global Head, External Diversity, Equity, & Inclusion at CFA Institute. She recognizes that an organization with an inclusive culture results …
 
As the EU looks to advance its Capital Market Union and Single Market plans, one key issue stands on its way: reducing differences between national laws and providing European institutions with a single set of rules to follow – the Single Rulebook. Josina Kamerling talks us through the concept of supervisory convergence and recent developments arou…
 
Josina Kamerling, Susan Spinner, CFA, CEO of CFA Society Germany, and Martina Bahl, CFA, CFA Society Germany's Advocacy member, discuss the findings of the joint CFA Institute and CFA Society Germany report “Stakeholder capitalism in Action - Spotlight on Germany’s Works Councils”, which looks at how stakeholder capitalism is applied in Germany thr…
 
Josina Kamerling discusses the Pan-European Personal Pension Product (PEPP) regulation, with Hans Van Meerten, professor of European Pension Law at Utrecht University. Effective January 1 2022, 240 million savers in the EU will get better pension choices. This episode covers the background of the legislation and discusses how EU pension reform, mos…
 
Josina Kamerling, co-president of the Prize Jury discusses with her co-president Prof. Paul Dembinski about this edition’s laureates, what themes are emerging and what needs to change in the financial industry for sustainability to function. Following the high-level commitments at COP26, how can we walk the talk?…
 
In this episode of the podcast, I have on Clobare, a money coach who is all over social media! Instagram: https://www.instagram.com/clobaremoneycoach/ Discord and Facebook Investing Communities: https://discord.gg/xg6UaBwZ https://www.facebook.com/groups/301632014175967/ Get yourself a free stock from WeBull Program: https://www.webull.com/activity…
 
In this episode of the podcast, I had on Adam Kimble, professional Ultra-Runner with such an incredible background. His rise to fame and accolades is impressive, and even more impressive than his accolades is his ability to stay humble the entire time. I have had the pleasure of knowing Adam for many, many years. I can say with absolute certainty t…
 
In this episode of the podcast, I had on Dion, a popular Instagram influencer and Private Equity Professional: Instagram: https://www.instagram.com/dxbfinance/ Discord and Facebook Investing Communities: https://discord.gg/xg6UaBwZ https://www.facebook.com/groups/301632014175967/ Get yourself a free stock from WeBull Program: https://www.webull.com…
 
In this episode of the podcast, I had on the creators of the popular investment page, The Pleb Investor. Discord and Facebook Investing Communities: https://discord.gg/xg6UaBwZ https://www.facebook.com/groups/301632014175967/ Get yourself a free stock from WeBull Program: https://www.webull.com/activity?inviteCode=RDLGcD4x25iE&source=invite_gw&invi…
 
Josina Kamerling and Rhodri Preece, CFA, Senior Head of Industry Research at CFA Institute talk about the findings of the CFA Institute ‘Future of Work in Investment Management’ survey, which gives us a glimpse of the evolution of work post-pandemic. They also discuss how regulators are coping with the new virtual work environment and the risks it …
 
Welcome to the re-launch of the Quiet Innovation podcast, the show that’s all about Great Ideas Hiding in Plain Sight. To re-introduce the show, today I start by asking this question: What do an industrial floor cleaning machine, a sewer system, and solar panels you see on top of roofs have in common? But first […]…
 
In this episode of the podcast, I had on Frederick Bell, CEO of Elemental Royalties. He has a tremendous amount of experience in the gold royalty space and also experience taking a company public... during the wake of the COVID pandemic. Absolutely one of the best episodes I have had on the podcast yet, I hope you guys enjoy! 80,000 Bonus Point Cre…
 
The man, the myth, the legend, Ryan B., CPA! He is a professional tax consultant for a Big 4 firm specializing in Real Estate Tax & Investment Management Tax. Hope you guys enjoy this episode! Learnlikeacpa Instagram: https://www.instagram.com/learnlikeacpa/ 80,000 Bonus Point Credit Card Signup - https://www.referyourchasecard.com/6a/YTGXVZ2PUB Di…
 
Josina Kamerling walks us through the findings of the CFA Institute survey report ‘COVID-19, One Year Later: Capital Markets Entering Uncharted Waters’, which captured the thoughts of thousands of our members on the impact of the pandemic on global financial markets, and discusses the EU regulatory response to the crisis.…
 
In this episode of the podcast, I had on ForeverMrsBudget, the queen of side hustles! This episode was packed with gems related to personal finance, memes, and side hustles. She is such an inspiration for men and women alike, and her journey from nurse to personal finance queen is nothing short of amazing! Hope you guys enjoy this one! ForeverMrsBu…
 
In this episode of the podcast, I had on Billy Guan, a financial coach and magician! Packed with all sorts of good investment knowledge and a ton of alternatives that I bet you aren't aware exist! Billy's Instagram: https://www.instagram.com/billyguanmoneymagic/ 80,000 Bonus Point Credit Card Signup - https://www.referyourchasecard.com/6a/YTGXVZ2PU…
 
In this episode of the podcast, I had on some of my favorite guests, Jacob Brown and Michael Harris. We discuss the YOLO market environment that we see ourselves in 2021, and some of the strategies we plan on implementing in our portfolio to gear ourselves towards an inflationary environment that is looming. 80,000 Bonus Point Credit Card Signup - …
 
In this episode of the podcast, I had on Blythe Burns. Blythe Burns is currently the CEO of a midsize specialty manufacturing company and partner at the Burns Firm. He heads the small-cap private equity shop and focuses on direct investments in the midmarket manufacturing and physical production industries in the southern part of the U.S. He has a …
 
In this episode of the podcast, I had on Adrien Salomon, a high flying wizard when it comes to personal finance. This guy is a wealth of knowledge who has been down the road of bad debt, and has turned his financial perspective around 180 degrees. This was definitely one of my favorite conversations on the podcast, I hope you filthy animals enjoy! …
 
Jashan Mundi - https://www.instagram.com/jashanmundi/ DISCLAIMER: WallStJunky and its content is not tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. Discord and Facebook Investing Communities: https://d…
 
The pandemic is likely to change the role of company boards and the way people look at companies. The fourth edition of the CFA Institute investor trust study reveals consumers and employees want to have the power to influence companies. They also believe that CEOs must lead on societal issues such as the pandemic impact on the economy and job auto…
 
In this episode of the podcast, I had InvestingVenue! A great conversation with a very knowledgeable investor who runs an Instagram page worth following! InvestingVenue Instagram - https://www.instagram.com/investingvenue/ DISCLAIMER: WallStJunky and its content is not tax, legal or accounting advice. This material has been prepared for information…
 
In this episode of the podcast, I had Frank Scappaticci from Gray Line Investments. Frank and his partner John were real estate investors who had experienced buying and flipping homes. They were able to pursue their passion for real estate full-time by investing virtually from their homes in the East Cost. Fast forward to today, they are actively t…
 
Thanks for tuning into this episode of the podcast where I have on The_Intelligent.Investor. He runs a very successful investing Instagram page with over 135k followers. We discuss the current state of the markets, his strategy and take on investing, the pitfalls new investors make, and current trends he is capitalizing on. The_Intelligent.Investor…
 
What's going on you filthy animals, this episode of the podcast I brought on Insta.vesting, who runs a SUPER informative instagram page. He has professional experience in the world of Private Equity and has over 15 years of trading and investing experience. In addition, he has his MBA and CFA Charter. I hope you guys enjoy this episode as much as I…
 
In this episode of the podcast, I have a conversation with Devin Moss. Devin Moss is a journalist and international relations scholar. His writing focuses on diplomacy, international sports governance, Cybersecurity, and sports betting legislation. You can stay up to date with his work by following him on LinkedIn (Devin Moss). 80,000 Bonus Point C…
 
What's going on you filthy animals, this podcast I brought on Debt Free Joel. He has a wealth of knowledge in personal finance and investing, and has the CFA, CIPM, and MBA to his name. Tune into this podcast for a great conversation on personal responsibility and investing responsibly. Debt Free Joel Instagram: https://www.instagram.com/debtfreejo…
 
What's going on you filthy animals! Welcome back to another episode of the podcast where I have on Michael Harris. We talk markets and more specifically, expectations for 2021. I hope you guys enjoy this one! Michael Harris, Private Wealth Advisor at IronOak Wealth: IronOak Wealth LLC is a family wealth advisory office, focused on providing financi…
 
What's going on you filthy animals! Thanks for coming back and tuning into another episode of the podcast. I invited Justin Brown on the podcast, someone who is all about mortgages, personal finance, and real estate investing. With over 20 years in the mortgage industry, this man knows his stuff, and I am so blessed to have him on the podcast. Give…
 
Recently, CFA Institute published the new report “Corporate Governance and ESG disclosure in the EU”, which looks at how ESG developments and corporate governance policies may merge into new regulatory frameworks aimed at strengthening the link between companies and the wider society, including shareholders and other stakeholders. Hear from experts…
 
This episode of the WallStJunky podcast I was the student, and I learned a lot. I had Jeff and Kelly, bloggers and influencers who are huge advocates of the FIRE program (Financial Independent Retire Early), and take advantage of the credit cards to fuel their love of traveling. Take out your notepads, grab a pen, and get ready for a great episode.…
 
In this episode of the podcast, I am joined by one of the founders of the popular investing page, The Pleb Investor (@theplebinvestor). The Pleb Investor is currently run by two 24 year old investors who are on a mission to motivate millennials to start taking advantage of returns in the market. We discuss the current state of the equity markets as…
 
On this episode of the podcast, I went live with ProfitAndPoints on Instagram and decided to clip a podcast out of it. This man is a BAD DUDE in the credit card hacking space and has a ton of helpful tips and tricks to offer in this episode. More importantly, he is a crazy dude to talk to and crack a brewski with. Hope you guys enjoy this one! Prof…
 
In this episode, Jacob Brown and I discuss horror stories on Wall Street Journal where individuals are making TERRIBLE financial decisions. Can you say debt, debt, and more debt!? We also dive into the Coinbase fiasco and the IPO mayhem that was last week. Articles: https://www.wsj.com/articles/a-bargain-with-the-devilbill-comes-due-for-overextende…
 
Jacob and I talk about life, we talk about the crazy real estate market, and his opinions on the housing market as a first-time home buyer. Discord and Facebook Investing Communities: https://discord.gg/xg6UaBwZ https://www.facebook.com/groups/301632014175967/ Get yourself a free stock from WeBull Program: https://www.webull.com/activity?inviteCode…
 
Jacob and I dive into the popular dividend investing strategy to better help the community understand what it means to be a "dividend aristocrat". Tune in and find out the benefits of adding dividends to your portfolio! 5 Reasons Why Dividends Matter: https://www.investopedia.com/articles/investing/091015/5-reasons-why-dividends-matter-investors.as…
 
In this episode of the podcast, I have a conversation with the founder of SnapWealth. At just 19 years old, Rohan is an impressive young lad. Currently studying economics at Vanderbilt, Rohan founded SnapWealth when he was just 14 years old and started investing when he was 16. Rohan is responsible for putting out timely content centered around fin…
 
The dynamic duo is back again, and this time, answering your questions live from Instagram. We will feature these episodes at least once every 2 weeks, but down the road, depending on the popularity, will amp this up! Hope you guys enjoy! DISCLAIMER: The information on the WallStJunky podcast is not financial advice, but rather financial education …
 
The streaming, memeing, high speed, dream teaming, dynamic duo; is back at it again. This time, speaking with Ryan Gee, who is currently employed as a Loan Officer in California. Ryan and the duo attempt to answer all your burning questions when it comes to buying your first home. Is now the right time given the recent home values? What programs ca…
 
What's going on you money-crazed lunatics! On this episode of the podcast, I talk about the Three Fund Portfolio approach which places emphasis on the passive investment approach. If you are too overwhelmed in the market and are delaying actually getting started because of that, consider using this approach. It finds a happy middle between overdive…
 
What's going on my money crazy lunatics! I had the privilege and honor of collaborating with the Money Under The Mattress Podcast, hosted by Mitchell Jensen and Jake McAdam. They are self-proclaimed value investors who are currently studying for their degrees in Canada. We discuss Cathy Woods, Value Investing, Sectors, REITs, and so much more! Hope…
 
I hope this episode finds all my money-crazed lunatics well. On this episode of the podcast, I invite someone I knew growing up and in high school, Tyler Tibbles. This man is a hustling fiend if you are looking for someone with energy and passion, emulate this man. We talk sales, marketing, property management, and real estate. More importantly, we…
 
The streaming, memeing, high speed, dream teaming, dynamic duo; is back at it again. To start, Brandon seamlessly delivers a monologue over the dangers of meme stock investing. We also discuss some of the books we recently read and quotes that resonate with us. Hope you guys enjoy this one and make sure to subscribe and share with your friends & fa…
 
Another hedge fund caught with their hand in the cookie jar. In this episode, I cover trading on margin and the impact it has on retail investors and in this particular example, Archegos Capital Management. Margin can be a useful tool if used properly, but time and time again most investors make it clear that they can't handle the heat. INVEST IN M…
 
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