Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
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Behavioral Finance Biases Podcasts
The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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Why is personal finance so complicated? The internet is flooded with personal finance “experts” sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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Welcome to the Bryan Foltice Behavioral Finance Podcast, where we dive deep into the fascinating intersection of financial decision-making and human behavior. Your host, Dr. Bryan Foltice, aims to embark on this journey with you to explore the quirks, biases, and psychological factors that shape our financial choices. From understanding why we buy high and sell low, to uncovering the emotional drivers behind our investment strategies, each episode will uncover valuable insights to help you n ...
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Discover the Why Not Mint Money podcast for financial success. From savvy money-making strategies to expert tips on maximizing your savings, we've got you covered. Join us on this journey to unlock your financial potential. This is a Mint production, brought to you by HT smartcast.
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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Mental Models Podcast It's not a brain in a jar, that's the gist!
Dr. Daniel Krawczyk & George Baxter, JD, CFA
All about your brain & obtaining real-world behavioral finance knowledge! Listeners have access to original and engaging discussion of behavioral finance and cognitive bias.
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What makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event planner, how do you know which speaker is the right fit for your audience? Welcome to Financial Behavior Thought Leaders–the podcast that gives you an exclusive, behind-the-scenes look at the most sought-after speakers in financial services. This show is hosted by Dr. Mary Bell Carlson, founder of Financial Behavior Keynote Group, where w ...
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The Knowledge at Wharton Network Acast feed serves as a curated showcase highlighting the best content from our podcast collection. Each week, we feature one standout episode from each show in the Wharton Podcast Network, giving listeners a comprehensive sample of our diverse business and academic content. This rotating selection allows audiences to discover new shows within our network while experiencing the depth and variety of Wharton's thought leadership across different topics and forma ...
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“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.
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Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
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This show is a spin-off of the 2021 book Money Mammoth. Dr. Edward Horwitz hosts the podcast, with financial psychologist Dr. Brad Klontz and Dr. Ted Klontz as a frequent guests, providing expert advice in financial psychology, money habits, and retirement planning. This podcast will help you understand and overcome your financial biases and improve your money relationships. With money being the leading stressor on relationships, it's no wonder why most people struggle with money issues and ...
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How Financial Advisors Stay Relevant in a Rapidly Changing and Diverse World
23:22
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23:22Welcome back to Financial Behavior Thought Leaders! In this compelling episode, host Dr. Mary Bell Carlson sits down with Lazetta Rainey Braxton, renowned financial planner, keynote speaker, and one of the exclusive voices of the Financial Behavior Keynote Group. Lazetta is widely recognized for her leadership in advancing cultural competency, incl…
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Special Needs Children: How to Protect Their Future and Yours - E119
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40:22Jesse goes solo for a deep dive into the vital yet often overlooked world of special needs financial planning. He opens with a personal story about his daughter’s illness—an experience that deepened his empathy for parents whose caregiving journeys never pause—and uses it to frame the emotional and financial realities families face when raising a c…
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Trading Insights: Exploring trend-following strategies with Lynx’s CEO
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17:41In this episode, Martin Kallström, CEO of Sweden-based systematic hedge fund Lynx Asset Management, is in conversation with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan. Together, they explore the evolution of trend-following strategies, the drivers of long-term alpha in trend and the value of trend within a wider portfolio …
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Inside Tech Stars 2025: From IPOs to defense tech
19:26
19:26
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19:26What’s driving record venture capital flows into AI and defense tech? How are public markets and strategic buyers changing the game for tech founders? Host Mose Adigun sits down with Rosh Wijayarathna, co-head of EMEA Innovation Economy, David Bauer, co-head of Americas Equity Capital Markets, and Matt Gehl, co-head of EMEA Tech Investment Banking,…
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Wharton Moneyball: Predicting Baseball’s Future—Inside the Zips Projection System
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55:32Wharton's Eric Bradlow, Shane Jensen, and Adi Wyner debate Bill Belichick’s legacy in the post-Brady era, explore how analytics have reshaped baseball strategy, and speak with Dan Szymborski—Senior Writer at FanGraphs and creator of the ZiPS projection system—about forecasting player performance and team success in today’s evolving sports landscape…
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After you listen: Read more from Chris Kawashima in his article "What is Health Insurance and Do I Need It?" Explore more of Schwab's insights on health care. Health-care costs are a major part of most households' budgets, yet many people struggle to understand what they're actually paying for. This episode breaks down how health insurance coverage…
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Fix It Friday - Federal Reserve Chairs: Not Market Oracles — Valuation is Never a Reliable Timing Tool
13:03
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13:03Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, President and CEO of Fusion Family Wealth, each episode dives into common biases and challenges that impact our financial choices—and how to fix them. In this episode, Jonathan explores why tuning out the F…
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Tune in to hear: What mindset differences does Brad notice between advisors who are barely getting by and the ones who are 2-4xing their business? Why is focusing on talent acquisition and having a convincing growth story such an important part of growing your business? What is the baseline mindset that Brad often has to move advisors away from to …
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EP. 68 - Financial Independence & Retiring Early (FIRE)
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44:05What does it really take to retire early—and not just scrape by, but thrive? In this candid and inspiring conversation, John Lai, Co-Principal of Clive Capital, shares how he recently retired from Amazon to pursue the FIRE lifestyle (Financial Independence, Retire Early). Joined by fellow Clive Capital Principal Keshav Kolur, the two dive deep into…
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Reimagining Retirement: How Advisors Can Help Clients Thrive in the Next 40 Years
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28:44On this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Jonathan Ainsley, a renowned keynote speaker with over 40 years of experience in the financial services industry. Jonathan is known for his transformative approach to financial planning, inviting both advisors and their clients to reimagine what it means to a…
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The Only Free Lunch in Investing (Maybe) | AMA #9 - E118
1:26:40
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Ripple Effect: Having It All | Corinne Low
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Trading Insights: US policy and the impact of tariffs
14:08
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14:08By J.P. Morgan
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Shutdown showdown: Economic and market impacts explained
16:29
16:29
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16:29In this episode, Samantha Azzarello, head of Content Strategy, is joined by Jay Barry, head of Global Rates Strategy, chief U.S. economist Mike Feroli and Eben Peck from the Federal Government Relations team to discuss the latest developments surrounding the U.S. government shutdown. They explore the status of negotiations and the economic implicat…
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EP. 67 - Stop Overpaying Taxes: Invest in Oil & Gas Projects
57:34
57:34
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57:34Oil & Gas Investing Webinar Discover how oil and gas investing can diversify your portfolio, create passive income, and unlock powerful tax advantages.In this exclusive educational webinar, we’ll share strategies that helped our investors reduce over $1M in taxable income in just 9 months—while building steady cash flow from 16 wells. You’ll Learn:…
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Military Money Lessons That Civilians Can’t Afford to Miss | Spencer Reese - E117
1:05:37
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1:05:37Today, Jesse is joined by Spencer Reese—Air Force veteran, financial educator, and creator of the Military Money Manual—for a conversation about the surprising overlap between military transitions and civilian retirement. Together, they explore why the only constant in retirement is change, how life evolves through “go-go, slow-go, and no-go” phase…
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From geopolitics to rate cuts: What’s shaping commodities markets?
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20:35In this episode, Greg Shearer, head of Base and Precious Metals Research, is joined by Natasha Kaneva, head of Global Commodities Research. Together, they dive into the key factors currently shaping commodities markets — from the evolving geopolitical landscape to the interest rate environment. How have recent attacks on Russian energy infrastructu…
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Do Alternative Investments Have a Role in Your Portfolio?
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28:47After you listen: Learn more about this episode's topic in "Alternative Investments: A Non-Traditional Approach to Investing." Find more resources about alternative investments at Schwab. From hedge funds to private equity, alternative investments cover a wide range of assets outside of traditional markets. In this episode, Mark is joined by Ken Pe…
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Understanding the EB-5 Visa Risks and Investment Route
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29:58Every investor chases returns, but what if the biggest payoff isn’t financial at all? The EB-5 visa lets you invest in the US economy and, in return, secure the right to live, work, and study in the US. In this episode of Why Not Mint Money, Vivek Tandon, CEO of EB5 BRICS LLC, cuts through the jargon to explain what the EB-5 program really offers, …
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This Week In Business: Balancing Optimism and Caution in Innovation and Business Strategy
10:27
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10:27Cait Lamberton, Wharton School Vice Dean and Professor of Marketing, explains how businesses can balance enthusiasm for new technologies, such as AI, with historical lessons, market fundamentals, and strategic analysis to identify sustainable innovation and avoid costly missteps. Hosted on Acast. See acast.com/privacy for more information.…
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Trading Insights: Why macro matters for systematic investors
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23:31In this episode we hear from Ralph Sueppel, Managing Director at Macrosynergy, a London-based macroeconomic research and technology company that co-developed the J.P. Morgan Macrosynergy Quantamental System (“JPMaQS”): a data and analytics product harnessing macroeconomic quantamental point-in-time data for investment strategies. Ralph joins J.P. M…
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EP. 66 - Investing in a Visa or Green Card in Real Estate, Oil and Gas and More with Joel Yanovich
54:07
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54:07About Joel Yanovich: With more than a decade of experience, Joel Yanovich leads the EB-5 practice at the Murthy Law Firm, helping clients navigate complex U.S. immigration laws through direct and regional center investment structures. He also advises international entrepreneurs in the E-2 treaty investor and international entrepreneur parole progra…
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EP. 65 - There’s a Better Way to Invest Than to Buy Residential Real Estate with Keshav Kolur
47:02
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47:02Are you considering buying rental properties—or is there a better way to invest? In this exclusive webinar replay, Keshav Kolur, CEO of Clive Capital, and John Lai, Co-Principal and host of the Investing for Generational Wealth podcast, break down why commercial real estate syndications offer a smarter path to passive wealth building. This session …
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Behind the Scenes with Dan Haylett: The Retirement You Didn’t See Coming
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24:03Welcome back to Financial Behavior Thought Leaders, the podcast that takes you behind the scenes with the brightest minds in financial services. I’m your host, Dr. Mary Bell Carlson, and in this episode, we’re diving deep into the realities of retirement with special guest Dan Haylett—retirement well-being guide and pioneer, author of The Retiremen…
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Ep 12 - The Dopamine of Doing Good: Sunrise Day Camp - Turning Wealth Into Magic for Underprivileged Kids With Cancer and Their Families with Arnie Preminger
33:57
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33:57In this heartwarming episode of the Crazy Wealthy Podcast, Jonathan Blau sits down with Arnie Preminger, founder and CEO of the Sunrise Association, the organization behind Sunrise Day Camps, the world’s first full-summer day camps for children with cancer and their siblings. Arnie shares the unlikely story of how a Paul McCartney concert sparked t…
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The data center surge: Building the backbone of the digital age
18:22
18:22
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18:22In this episode, Fahmi Enam, head of Media Communications and Digital Infrastructure at J.P. Morgan Commercial Banking, is joined by Scott Wilcoxen, global head of Digital Infrastructure Investment Banking at J.P. Morgan. They dive deep into the world of digital infrastructure — exploring the critical role of data centers, fiber, and towers in powe…
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Digital assets unveiled: Industry insights and regulatory shifts
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16:45In this episode, Tina Rathjen, from J.P. Morgan’s Securities Services Regulatory Practice, is joined by Kara Kennedy, co-head of Kinexys at J.P. Morgan, to explore the rapidly evolving world of digital assets and blockchain technology. Together, they discuss the opportunities and challenges presented by distributed ledger technology (DLT) and decen…
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Wharton Marketing Matters: Yahoo's Global Head of B2B Marketing, Sponsorships, and Events, Shannon Shae Montoya
32:15
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32:15Shannon Shae Montoya, Global Head of B2B Marketing, Sponsorships, and Events at Yahoo, joins Barbara Kahn to explore how Yahoo leverages data, creativity, and nostalgia to craft experiential marketing campaigns that leave lasting impressions—revitalizing the brand for new generations and reinforcing its relevance across digital and physical spaces.…
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Manage *Yourself* More Than Your Portfolio | Hanna Horvath - E116
1:08:31
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1:08:31Today, Jesse is joined by Hanna Horvath—Certified Financial Planner, managing editor at Bankrate, and author of the Your Brain on Money newsletter—for a deep dive into the psychology behind our financial decisions and why money is never just about numbers. Together, they explore how unconscious “money scripts” formed in childhood shape lifelong hab…
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Rare earths, real impact: Inside the MP Materials deal
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12:05In this episode, Ben Wilson, head of Natural Resources M&A at J.P. Morgan, is joined by Kevin Colborne, co-head of North American Mining , and Andrew Castaldo, co-head of Mid-Cap M&A. The group recaps J.P. Morgan's involvement in the public-private partnership between the U.S. Department of Defense and MP Materials. They explore the strategic impor…
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Could These 5 Strategies Help You Save on Domestic Travel?
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5:00After you listen: Find more resources from Schwab on Travel Planning. Learn more about budgeting for travel on our episode, "How Do You Save for Vacations & Travel?" In this episode of Financial Decoder, host Mark Riepe shares five practical strategies to save money on domestic travel. Learn how to book flights and hotels at the right time, travel …
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Resilience and Risks: Insights from the European Leveraged Finance Conference
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22:22In this episode, host Daniel Rudnicki Schlumberger, head of Leveraged Finance EMEA at J.P. Morgan, is joined by Andrew Crook, head of Leveraged Finance Sales, and Daniel Lamy, head of European Credit Strategy Research. Together, they unpack the highlights from J.P. Morgan’s 9th European Leveraged Finance Conference, exploring the latest trends, inc…
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Fix It Friday - Ambiguity Bias and the Relationship Between Certainty and Return
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13:02Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan discussed the concept of ambiguity bias and its impact on financ…
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Wharton Moneyball: Football Analytics, Probabilities, Priors, and Fourth-Down Decisions
1:03:43
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1:03:43Brian Burke, Sports Data Scientist at ESPN, joins Cade Massey, Eric Bradlow, and Shane Jensen to share insights on building advanced football power ranking systems, the role of Bayesian models in balancing priors and new data, and how analytics informs game-day decisions like fourth-down calls and playoff predictions. Cade, Eric, and Shane also ana…
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How Financial Therapy Changes Money Conversations with Erika Wasserman, CFT™
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28:25In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Erika Wasserman, certified financial therapist, keynote speaker, and now the author of the soon-to-be-released "Conversations with Your Financial Therapist." Erika’s reputation for turning taboo money topics into empowering, approachable conversations takes c…
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Navigating the Future: How AI, energy and health care will impact the corporate landscape
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24:48
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24:48In this episode, Rama Variankaval, global head of Corporate Advisory and Evan Junek, global head of Corporate Finance Advisory, share insights from their newly released report, "Navigating the Future." The report explores how artificial intelligence, energy trends and healthcare innovations are set to reshape the business landscape over the next de…
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August jobs report: "The job market continues to soften"
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9:42The August jobs report came in weaker than expected, with the U.S. economy adding just 22,000 jobs. The unemployment rate also crept up to 4.3% — the highest in nearly four years, suggesting that labor demand is softening more than supply. Does this all point to a larger rate cut in September? And what’s the latest in the Fed’s battle to preserve i…
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Where Investors Go Wrong: Tax Traps, Math Mistakes, and Behavioral Biases - E115
1:10:29
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1:10:29Today, Jesse goes solo for a candid episode unpacking the most common mistakes and misconceptions he sees in personal finance, from the temptation to “rip off the bandaid” with Roth conversions to the behavioral traps of availability bias and flawed math around investment returns. He breaks down a real listener case study to show why paying million…
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Trading Insights: Retail vs. institutional investor divergence
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15:17In this episode, join three members of the Data Assets & Alpha Group — group head Eloise Goulder, product specialist Edwina Lowe and head of Data Intelligence Luca Rainero. They discuss the extent to which retail and institutional investor flows and sentiment have diverged, with retail aggressively buying the dip during and after April’s market low…
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Ripple Effect: Rethinking Retail | Barbara Kahn
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17:49
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17:49Wharton's Barbara Kahn, author of The Shopping Revolution: How Retailers Succeed in an Era of Endless Disruption, explains the latest trends in retail, how AI fits into the customer experience, and what's to come for brick-and-mortar. This Ripple Effect episode is part of the “Future of Retail” series. Hosted on Acast. See acast.com/privacy for mor…
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After you listen: Check out Chris's article "5 Questions to Ask Before a Big Purchase." Learn more about liquidating in "3 Mistakes to Avoid When Making a Large Portfolio Withdrawal." In this episode, host Mark Riepe walks through how to prepare for major purchases, both expected and unexpected. Senior Research Analyst Chris Kawashima joins Mark to…
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With the 2025 NFL season right around the corner, Briggs Barton, a specialist for the U.S. Consumer sector, and Dan Politzer, an analyst covering Gaming and Lodging for J.P. Morgan Global Research, delve into the rapidly evolving online sports betting industry. They discuss key trends such as parlay adoption, mobile penetration and micro-betting, a…
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This Week In Business Back-to-School Series: Why Early Financial Literacy Matters for Every Generation
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9:48David Musto, Wharton Finance Professor and Director of the Stevens Center for Innovation in Finance, explores the importance of teaching financial literacy to students, the progress made in recent years, and why early education in personal finance is essential for preparing future citizens and voters. Hosted on Acast. See acast.com/privacy for more…
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The Art of Selling a Business: A Financial Advisor’s Role in Client Transitions with Christine Moriarty, CFP®
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26:36In this insightful episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Christine Moriarty, CFP®, the founder of MoneyPeace and one of Financial Behavior Keynote Group’s exclusive speakers, to the podcast. Christine is renowned for her extensive expertise in personal finance, entrepreneurship, and the intricacies of bu…
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M&A trends and opportunities: A global perspective
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21:31This episode of What’s The Deal? delves into the dynamic landscape of mergers and acquisitions. Jay Hofmann, head of North American M&A at J.P. Morgan, is joined by his colleagues, Cassander Verwey, co-head of Europe, Middle East and Africa M&A, and Rohit Chatterji, head of Asia Pacific M&A. Together, they explore global trends, regional difference…
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Ep 11 - Jack Guarnieri: The Pinball Wizard of Customer Service
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38:30From yachts to private jets, wealthy people love toys that blend nostalgia with luxury—and few capture that thrill better than a high-tech, custom pinball machine! In this episode, Jonathan sits down with his good friend Jack Guarnieri, a pinball industry legend and founder of Jersey Jack Pinball. Jack shares his journey from teenage pinball mechan…
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Where AI Works: From Pain Points to Productivity — Finding AI’s Real Value
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25:20Listen to a special episode from Where AI Works, a podcast hosted by Wharton faculty, sponsored by Accenture. The show dives into how artificial intelligence is transforming the way we live and work, with real-world stories and insights from leaders across industries. In this episode, Wharton professor Serguei Netessine is joined by Tereza Nemessan…
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Trading Insights: Behavioral biases and their impact on investing decisions
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20:11
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20:11This episode features Michelle Baddeley, Professor of Economics at Sydney’s University of Technology (UTS) and author of several books on behavioral economics and finance. She sits down with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan, to discuss the impact of behavioral biases — such as loss aversion, anchoring and confirm…
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Wharton Marketing Matters Highlight: Founder of Youth Logic | Wilson Sporting Goods Head of Global Brand Partnerships and Collaborations
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26:42Highlights of Wharton Marketing Matters episodes featuring Connor Blakley, founder of Youth Logic, discussing the origins of his company, how to effectively reach Gen Z, and the missteps brands often make with this generation, and David Picioski, Head of Global Brand Partnerships and Collaborations at Wilson Sporting Goods Co., who shares insights …
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