Stock 'N Roll is dedicated to unraveling the complexities of equity compensation and highlighting the challenges and best practices that shape the industry. We engage in meaningful conversations with industry experts and thought leaders, aiming to provide actionable insights and strategies for professionals across all levels.
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Equity Compensation Podcasts
Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
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Do More With Your Money helps high-earning professionals take control of their finances and align money with meaning. Hosted by CFP® professional T.J. van Gerven, each episode explores practical strategies to optimize taxes, invest wisely, and gain long-term financial flexibility on the path to financial independence. Whether you’re managing equity compensation, navigating major financial decisions, or simply want to make smarter money moves, this podcast offers real-life planning insights r ...
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Welcome to the Caring Society’s Spirit Bear paw’d-cast! Tune in for informative episodes that feature guest appearances from community members, advocates, and leading experts on a number of matters affecting First Nations children, youth, and families. We are bear-y grateful to our friends in Dr. Veldon Coburn’s “Indigenous Politics in Canada” course at the University of Ottawa, who produced Season 1 from January to April of 2022. For more information on what we do and how you can help promo ...
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Welcome to The INSIDE Public Accounting Podcast — a show for accounting firm leaders who want to make smarter, data-driven decisions and stay ahead of industry change. Each episode explores what IPA’s trusted benchmarking data reveals about firm performance, leadership and the future of the profession. From private equity and offshoring to partner compensation and the talent pipeline, we dive into the trends, challenges and innovations shaping public accounting today. Hosted by: Chelsea Summ ...
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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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From bankruptcy to Big Tech leadership, join David Kim on a journey through financial recovery and wealth building that goes beyond theory to real-world strategies that work. In "The Real Money Pathway," host David Kim shares his raw and transformative journey from Marine Corps service through corporate success, devastating bankruptcy, and ultimately to senior leadership at a major tech company. This isn't just another financial advice podcast—it's a comprehensive guide built from hard-won e ...
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The Team at SFG Wealth Planning will focus on conversations with Centers of Influence that serve like-clientele, addressing germane subject matter within the realm of the executive with stock-based compensation.
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Welcome to Human Solutions, a show that simplifies HR for people who love HR. Each week, we’ll showcase a bite-sized conversation dedicated to helping you get your arms around an HR challenge. Who are we? From talent management, training, and compliance to compensation analysis and onsite services, AIM HR Solutions is committed to meeting you and your organizations where you are. The people on this show have decades of experience developing solutions for the issues you’re facing right now. T ...
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The Liquidity Event is a show about all things personal finance with a laser focus on equity compensation. Your hosts AJ and Shane will take you through the week’s news on #fintech, IPOs, SPACs, founder wins and fails, crypto, and whatever else these two nerds think is interesting. AJ and Shane are the financial advisors behind wealth management and tax firm Brooklyn FI, and have helped hundreds of clients plan for successful exits and financial independence. As proud millennials, they have ...
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A RopesTalk podcast series from Ropes & Gray’s sponsor solutions group focused on issues that matter most to private equity sponsors.
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This is the place where tech workers come to get smarter about their money. Hosted by CERTIFIED FINANCIAL PLANNER™, speaker, blogger, and self-proclaimed personal finance nerd Malcolm Ethridge, this show seeks to shake up the traditional approach to personal finance and make concepts such as investing, tax planning, real estate, cryptocurrency, insurance, equity compensation and other executive benefits more accessible to the tech community. Once referred to as the "Stuart Scott of personal ...
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Introducing 'Beyond Diversity', a podcast by Woods Kovalova Group, global frontrunners in diversity consulting. We delve deep: from HR's role in sculpting diverse workplaces and the intricacies of inclusive hiring, to the pillars of corporate equity. Explore transformative workshops, master cultural competence, and grasp the myriad advantages of a multicultural workspace. As we challenge prejudices, advocate for gender parity, and confront systemic business biases, our insights light the way ...
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Hosted by Wealth Advisor Chris Galeski, THE FINANCIAL COMMUTE is a weekly podcast that gives the rundown on what's going on in the current market, how it affects you, and what you can do about it – all designed to fit into your commute. Each week Chris welcomes an expert guest, including Morton Wealth advisors, fund managers, and investment analysts, to break down complex financial topics. Our goal for this podcast is to provide you with the tools to help you navigate this challenging enviro ...
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When we think of social change, our minds often go to protests, new laws, or stories of redemption and social justice. And social change is all of those things. But often, it’s also a long process where a community comes together, looks for solutions, and learns through trial and error. Welcome to Impact in Action from MGT. On this podcast, we dive into the real stories behind every social impact solution. From the vibrant heart of Baltimore, to the rural depths of North Dakota, we discover ...
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Equity is more than just numbers on a screen. When you own part of a business it feels like you own skin in the game, and when this business does well, it feels like you are doing well too. Welcome to Thriving Globally with Equity, a podcast from Shareworks by Morgan Stanley. With this podcast series, our purpose is to help organizations own the challenge of realizing the full potential and rewards any business can have. It doesn't matter how many countries you are operating, this podcast wa ...
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About: Welcome to Leading Prosperity, a CEO Success and Wealth Podcast. This podcast provides insights, information, and inspiration to help CEOs of mid-market firms of $10MM to $1Bn be better CEOs, increase the value of their companies, create more prosperity for their teams and community, and build generational wealth. The program achieves this through interviews with successful CEOs, thought leaders, and top professionals serving mid-market companies. The program focuses on topics that wi ...
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The Health Care Law Today Podcast, presented by Foley & Lardner LLP, is your connection to timely health care legal updates. Topics will cover a wide range of legal issues including Digital Health and Telemedicine, Regulatory and Compliance, Mergers & Acquisitions, Private Equity, Venture Capital and so much more. Each episode, a Foley attorney will be paired with a thought leader to discuss legal trends currently affecting the health care industry. It is important to note that this podcast ...
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Deal Sourcery is the must-listen podcast for Private Equity professionals aiming to master the art of deal origination. Hosted by Dan Herr - who’s closed over $1B in transactions in the last decade while building and leading world-class deal sourcing teams - and Matt Rooney, a top recruiter in PE business development, we dive into cutting-edge trends, proven tactics, data-driven sourcing strategies and the technology shaping the future of M&A. Each episode features in-depth discussions with ...
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Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna ...
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A podcast by Payscale where we talk about the art and science of compensation management. Grab a cup of coffee, settle in, and let’s dive into the world of pay and performance with insights, tips, and strategies to help you stay ahead.
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Martiak Market Update discusses the top trends shaping the global financial markets and economies. This podcast explores topics ranging from market updates, to the economy and personal finance. Money is knowledge, and I understand life happens and this program will help you navigate your relationship with money, with timely guidance and a unique perspective.
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A podcast focused on the business side of healthcare so you can move your strategy forward. VMG Health is the leader in strategy and transaction advisory dedicated to finding solutions for the healthcare industry. In this show, experts will provide trends and timely updates about what is happening in the various healthcare sectors. Learn more at vmghealth.com.
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Prosperity at Work is the podcast from J.P. Morgan Workplace Solutions, where you can learn about equity compensation, financial wellness and more. In each episode, our hosts Chris Dohrmann and Lauren Jenkins take a deep dive into the topics that matter, joined by a variety of industry professionals and expert voices to deliver sharp insights and the wisdom of experience. Please note: This publication contains general information only and J.P. Morgan Workplace Solutions is not, through this ...
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Stock Options & Strategy: Build Wealth Through Equity Compensation
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18:08Equity compensation can be one of the most powerful tools for building wealth — but it’s also one of the most misunderstood. In this episode of THE FINANCIAL COMMUTE, Chris and Mike discuss the ins and outs of equity-based pay, from stock options and RSUs to employee stock purchase plans. Whether you’re negotiating a new offer or trying to make sen…
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Explore the Perceived Value Gap in Equity Compensation with Stephan Hostettler
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42:50What Is Your Equity Really Worth? Why do recipients see a different value than you give? In this episode, we will dive into the challenge of how people perceive their equity. In the latest episode of our podcast series Stock 'N Roll, we had the pleasure of hosting Dr. Stephan Hostettler, the founder and managing partner of HCM International, an in…
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In Episode 12 of "Real Money Pathway," host David Kim reveals how bankruptcy forced him to completely redefine what financial success actually means. Before his collapse, success meant a prestigious zip code, luxury cars, and an ever-improving lifestyle. Sitting across from his bankruptcy attorney with all that stripped away, David faced a profound…
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Value vs. Cost: How to Evaluate Advisory Fees
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16:32
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16:32How many people actually understand how their financial advisor gets paid? In this episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor Kevin Rex are here to break it down. Tune in if you're interested in… Understanding the different ways financial advisors charge for their services Learning how to spot hidden costs and potential…
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Ally Jane Ayers on Hello Prenup: Managing Money & Investing for Gen Z!
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45:39Hear your Liquidity Event host, Ally Jane Ayers, share expert insights on budgeting, investing, and managing money on the Hello Prenup Podcast with Julia Rodgers, Esq. AJ discusses how to take control of your personal finances, talking money in a relationship, and why a prenup is an important part of financial wellness. For the video recording, che…
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Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587
1:12:36
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1:12:36Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potent…
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In Episode 11 of "Real Money Pathway," host David Kim welcomes his first financial mentor, Casey, for a special conversation about the transformative power of mentorship during financial recovery. Through their personal story that began at Casey's kitchen table after David's bankruptcy, they reveal how mentoring relationships provide something beyo…
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Reckoning with $36 Trillion: Debt, Growth & Market Impacts
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16:15In this episode of THE FINANCIAL COMMUTE, Chris Galeski and Meghan Pinchuk discuss what the growing national debt means for investors and the economy at large. Tune in if you're interested in the following: • Understanding why the U.S. national debt is a growing concern—and what it means for your money • How inflation, interest rates, and political…
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Tough HR Questions • Keeping Engagement Real Amid Workplace Risks
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36:15A CEO hosts a party to boost morale—and ends up with a workers’ comp claim. A casual breakroom conversation erupts into political tension. A flexible work request triggers a ripple effect no one saw coming. In this episode, Tom Jones and Steve Pangione of AIM HR Solutions join us to unpack the hidden risks HR professionals face in the name of emplo…
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John Marshall, Head of Derivatives Research, Goldman Sachs
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1:00:46It was a pleasure to welcome John Marshall, Head of Derivatives Research at Goldman Sachs, to the Alpha Exchange. Our conversation explores a number of critical topics starting with the meaningful growth of equity funds deploying options as part of a risk management overlay. John describes how covered call ETFs and systematic vol-selling funds have…
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Greetings and salutations loyal listeners, welcome to what promises to be another exciting addition to our Sayings on Vol and Risk. To set the table, last year, I did a 5-part series with 25 Sayings. These are concise statements I’ve wound up using many times over during the course of my career to help myself and others think about market risk. The…
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COMING SOON: The INSIDE Public Accounting Podcast
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1:51Welcome to a new voice in the accounting profession. The INSIDE Public Accounting Podcast launches soon—bringing you weekly insights, data-driven trends, and leadership strategies from the team behind the IPA 500 and the industry’s most respected reports. In each episode, hosts Chelsea Summers and Rob Brown will go beyond the numbers to unpack the …
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Dan Villalon, Global Co-Head of Portfolio Solutions, AQR Capital Management
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1:05:06
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1:05:06Today’s world of ETFs and mutual funds increasingly features new flavors, a popular one of which is derived from embedding optionality. There are plenty of ways in which one might contemplate risk managing and shaping the distribution of equity returns using options. Common strategies like overwriting create income, but limit upside. Others like th…
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Shane Mason on Accounting High: Throw Your Phone in the Ocean and Follow the Money
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50:23While our team is on a quick break, tune in as our co-founder Shane Mason joins the always entertaining Accounting High podcast to talk about the journey of building BKFi. Shane shares insights on BKFi’s team structure and remote work and how we have built a company culture that’s ALWAYS focused on how to best serve our clients. He also discusses h…
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Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586
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1:46:05Today we’re joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing. Whitney was previously the head of Emerging Markets at Bridgewater Associates and worked at Soros Fund Management under current Treasury Secretary Scott Bessent. In today’s episode, Whitney discusses the current macroeconomic landscape, emp…
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S3 E3: Truth and Reconciliation Commission of Canada Call to Action 66
1:03:11
1:03:11
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1:03:11On this episode of Spirit Bear Podcast, Dr. Cindy Blackstock is joined by Gabrielle Fayant and Alyssa Carpenter to discuss the Truth and Reconciliation Commission of Canada Call to Action 66 and their important work to call upon the federal government to establish multiyear funding for community-based youth organizations to deliver programs on reco…
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In Episode 10 of "Real Money Pathway," host David Kim shares one of his most difficult moments—explaining to his children, ages 7 and 5, that they would be leaving their home after his bankruptcy. When his daughter asked, "Are we poor now, Dad?" and his son worried about continuing taekwondo lessons, David faced the essential challenge of financial…
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IPO Down Rounds & Why Tender Offers May Be Your Best Bet in this Market
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31:26In this episode, AJ and Shane break down why every VC-backed IPO in the past 12 months has been a “down round” and what that means for your equity. Then they tackle a juicy Reddit question from a 32-year-old tech worker vesting $400,000 per month (!) who's considering walking away from $5 million in future equity. Key Timestamps: (0:00) Introductio…
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Kim Flynn - Unlocking Alternative Investments | #585
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56:34Today’s guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Structured Products Group. In today’s episode, Meb and Kim discuss the democratization of alternative investments in relation to the recent explosion of inte…
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Mitchell Garfin, Co-Head of Leveraged Finance, BlackRock
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54:10With nearly three decades at BlackRock, Mitch Garfin brings a deep well of experience to his role as Co-head of Leveraged Finance, overseeing high yield and leveraged loan strategies for the firm. In this episode, we explore the evolution of the credit landscape — from structural shifts in the high-yield market that leave indices of higher credit q…
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In 2024, I did a 5-part podcast series called “25 Sayings on Vol and Risk”. These are observations I’ve found do a nice job of describing how markets work, or perhaps better said, how markets sometimes fail to work. Because markets are always teaching us lessons, I couldn’t help but add to the original 25 with five new sayings. I’ll follow up in sh…
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#140: The Role of a CFO with James Vanreusel
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33:07Connect with James: https://vanreuselventures.com/ Connect with TJ: https://mementofinancialplanning.com/links In this conversation, T.J. van Gerven interviews James Vanreusel, founder and CEO of Vanreusel Ventures, about the multifaceted role of a CFO, the importance of financial strategy in business growth, and the behavioral aspects of finance. …
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10 Principles Every Wise Investor Should Follow
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22:12
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22:12In our modern world of noise, trends, exaggerated stories, and "expert" online investment advice, it's wise to be at least a little skeptical. On this episode of THE FINANCIAL COMMUTE, Chris sits down with Morton Wealth CEO Jeff Sarti to unpack the 10 core investment principles in his latest newsletter, The Healthy Skeptic. Tune in if you're intere…
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The Value of Starting Small - $25 at a Time
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37:45In Episode 9 of "Real Money Pathway," host David Kim reveals how the seemingly insignificant habit of saving just $25 weekly became the foundation of his entire financial recovery after bankruptcy. Starting at his mentor's kitchen table with the simple question "Can you save $25 this week?", David shares how small actions create psychological wins …
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Trump vs Harvard, College Endowments and Why the IPO Market is Still Frozen
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34:18
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34:18In this episode of The Liquidity Event, hosts Shane Mason (reporting from Ireland! ) and AJ Ayers discuss the showdown between President Trump and Harvard and some of the current cash challenges felt by universities, even those with massive endowments. They also talk through the IPO market ecosystem and which factors may be keeping it frozen. Key T…
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Cole Wilcox on The Power Law of Investing | #584
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1:05:02Today’s guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today’s episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how …
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2024 Tax Season Recap and 2025 Tax Planning
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43:26
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43:26You might think about taxes once a year, but as financial advisors, we think about it all year round! In this episode, we share what we noticed while filing 2024 tax returns and how, in light of upcoming legislative changes, you can start your 2025 tax planning today. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passi…
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Rebuilding Credit - The Step-by-Step Approach
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48:06In Episode 8 of "Real Money Pathway," host David Kim shares his remarkable credit rebuilding journey from post-bankruptcy scores in the low 400s to exceeding 800 across all bureaus. David reveals the exact moment he received his first credit card offer—a $300 limit card with a $200 annual fee already charged—and the strategic approach that transfor…
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Cash Management & Investment Strategies with CIOs Peter Lazaroff & Rubin Miller
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43:49
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43:49In this episode of The Liquidity Event, AJ Ayers hosts two Chief Investment Officers, Peter Lazaroff CFA, CFP® from Plancorp and Rubin Miller CFA from Peltoma Capital Partners, for a chat on cash management strategies, investment philosophies, and calling BS on industry trends. Key Timestamps: (0:00) Introductions and background (2:48) Career paths…
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Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583
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50:06
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50:06Today’s guest is Alex Wright, Global Wealth Strategist at Apollo. In today’s episode, Alex discusses the fragility of public markets, citing high valuations, rising correlations, and limited diversification opportunities, which prompt a need to reassess traditional 60/40 portfolios. Then he walks through the opportunity in private markets, includin…
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Taxes, Debt & the Future: What the New Budget Bill Means for You
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21:20Last week, House Republicans advanced a multitrillion-dollar tax and spending bill that could affect millions of American households. With the 2017 Tax Cuts and Jobs Act set to expire at the end of the year, this bill aims to make several key provisions permanent. Join Chris Galeski and Beau Wirick as they unpack what’s in the bill, who it benefits…
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How to Crush Your First 90 Days in Business Development (Private Equity Edition)
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37:14
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37:14If you’re getting started at a private equity firm in business development, this one's for you. Inspired by Dan’s viral LinkedIn post, you’ll get tried-and-true steps for crushing your first 90-days on the job: how to build your banker pipeline, optimize your time on the road and actually measure your success. Whether you’re the first sourcing hire…
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In Episode 7 of "Real Money Pathway," host David Kim shares the humiliating moment his debit card was declined for a $27 grocery purchase because his bank closed his account without notice after bankruptcy. David reveals how banking relationships provide the foundation for all financial participation and offers practical strategies for rebuilding a…
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Benjamin Bowler, Managing Director and Global Head of Equity Derivatives Research at Bank of America
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53:59
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53:59As Global Head of Equity Derivatives Research at Bank of America Merrill Lynch, Ben Bowler is helping the firm’s institutional client base understand the complex risk dynamics that impose themselves on today’s markets. His process often leads him across asset classes, looking for linkages and developing stress indices that may provide early warning…
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In celebration of the women of Morton – both team members and clients – we welcome you to listen to this episode where we explore the role women play in the financial services industry and the growth of female investors. According to recent studies, women are taking more leadership roles in investment decisions, which has progressed the way advisor…
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Spies in FinTech, Tax Shakedowns, & Surviving Market Storms
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26:04Welcome to Episode 146 of The Liquidity Event! This week AJ and Shane talk FinTech corporate espionage and then focus on the proposed GOP tax plan. To wrap things up, they address a listener's concern about preparing for a "coming economic storm," offering insights on why fear-based financial decisions are rarely the best approach. Key Takeaways: (…
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When we talk about workplace culture, we often focus on perks—remote work, flexible schedules, and ping-pong tables in the breakroom. But underneath it all, there’s something far more consequential that speaks volumes about what an organization truly values: how openly it talks about pay. Pay transparency has moved from taboo to table stakes. As ne…
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BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582
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46:35Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to…
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Cross-Border Compliance: Managing IPO Share Custody with Michael Sterchi
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29:07In the latest episode of our podcast series Stock 'N Roll, we had the pleasure of hosting Michael Sterchi, a seasoned expert with over 25 years in equity-based compensation consulting. This episode covers how companies need to restructure their equity compensation planning an IPO, implement professional plan administration, and navigate the maze of…
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In Episode 6 of "Real Money Pathway," host David Kim tackles the overwhelming reality of debt management during financial recovery. Drawing from his experience with over $200,000 in credit card debt before bankruptcy, David provides a strategic framework for making debt manageable rather than overwhelming. Listeners will discover the crucial differ…
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An Inside Look at How We Make Investment Decisions
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17:07Ever wonder how our Chief Investment Officer, Meghan Pinchuk, decides which investments are worth it and which are overhyped? Join Chris and Meghan on this week's episode of THE FINANCIAL COMMUTE as they discuss what makes an idea worth exploring, why due diligence is key, if AI is an overhyped investment, and alternative investments. Tune in if yo…
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Market Myths BUSTED, CEO Burnout & The Great Credit Card Rip-Off
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34:18Welcome to Episode 145 of The Liquidity Event! This week, AJ and Shane tackle some big topics: Are individual investors smarter than the "smart money" hedge funds? Why are CEOs really heading for the exits at record rates (and what's the deal with that vasectomy shirt story)? Plus, we unravel the frustrating Catch-22 of credit card fees for busines…
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#139: Navigating the Complex World of Student Loans with Lauryn Williams, CFP®
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39:26Connect with Lauryn: https://www.lauryn-williams.com/ Student Loan Planner: https://www.studentloanplanner.com/ In this episode, T.J. van Gerven and Lauryn Williams discuss the complexities of managing student loan debt, including public service loan forgiveness, income-driven repayment plans, and the implications of recent policy changes. Lauryn s…
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A Literacy Crisis (2/2): When the USBE does the homework
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35:19In this second chapter of our literacy mini-series, we’re back in Utah, where a bold statewide goal is in motion: get 70% of third grade students reading at grade level by 2027. But how do you take that goal and turn it into real change? We find out in this episode of Impact in Action. Today, we catch up with the Utah State Board of Education’s Sav…
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In Episode 5 of "Real Money Pathway," host David Kim addresses the harsh reality many face but few discuss—what to do when you literally cannot pay all your bills with the money available. David shares his gut-wrenching moment at the dining room table, calculator in hand, discovering he was $750 short with no additional income expected for weeks. L…
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Long-Term Care Insurance: Keep, Cancel, or Replace?
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13:08This episode is relevant to you if... • You purchased long-term care insurance years ago and are now receiving notices about major premium increases. • You help your parents/grandparents manage healthcare and financial decisions, especially around long-term care. • You are a single person who wants to ensure you have a plan in place for long-term c…
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AJ Ayers on The Long Term Investor: Got Stock Options? Don’t Miss These Year-End Moves
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38:16Hear your host, AJ Ayers, share her expertise on equity compensation as a special guest on Peter Lazaroff’s podcast, The Long-Term Investor! In this focused conversation, AJ shares insights on critical year-end tax planning, developing multiyear strategies for stock options and RSUs, managing risk, preserving gains, and simplifying selling strategi…
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Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581
19:54
19:54
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19:54Today’s episode features the most memorable investments from Jeremy Grantham, John Arnold and Sam Zell. (0:00) Starts (0:53) Jeremy Grantham (5:25) John Arnold (8:24) Sam Zell To listen to the full episodes, click the links below: Jeremy Grantham I: Apple, Spotify, YouTube Jeremy Grantham II: Apple, Spotify, YouTube John Arnold: Apple, Spotify, You…
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113: Gender Pay Gap Report: Facts revealed
25:31
25:31
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25:31What's the state of the gender pay gap in 2025? In this episode Ruth Thomas discusses Payscale's 2025 Gender Pay Gap Report with Amy Stewart, Payscale's principal content strategist and author of the report. Together, they explore the controlled and uncontrolled pay gaps, the impact of pay transparency, and the various systemic factors contributing…
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The Marketing Playbook For Private Equity in 2025 with Joanne Verkuilen
55:25
55:25
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55:25Is your Private Equity firm invisible? You might be missing 80% of the deals you should see. Today, discover why traditional PE outreach isn't enough and how strategic marketing is now essential for competitive deal flow as Joanne Verkuilen, Founder and Managing Partner at MiddleM Creative, reveals the playbook. Private equity faces intense competi…
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