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The Rational Reminder Podcast

Benjamin Felix, Cameron Passmore, and Dan Bortolotti

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A weekly reality check on sensible investing and financial decision-making, from three Canadians. Hosted by Benjamin Felix, Cameron Passmore, and Dan Bortolotti, Portfolio Managers at PWL Capital.
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Portfolios for learning and more brought to you by the Mahara team at Catalyst IT. Host Kristina Hoeppner talks with portfolio practitioners, researchers, learning designers, students, and others about their portfolio story.
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How can you create an unshakeable business? My name is Leila Hormozi and I crossed $100M by the age of 28. Now I’m growing acquisition.com into a billion-dollar portfolio. In this podcast, I share the lessons I’ve learned in scaling big businesses and helping our portfolio companies do the same. Buckle up, Let's BUILD. New Episodes Every Monday & Wednesday!
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WashingtonWise

Charles Schwab

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Our finances, portfolios and the markets are affected daily by the policies and politics coming out of Washington. In each episode of WashingtonWise, host Mike Townsend, Charles Schwab’s Vice President for Legislative and Regulatory Affairs, focuses a non-partisan eye on the stories that matter most to investors, and his guests offer actionable suggestions for what to do--and what not to do--with your portfolio. Podcasts are for informational purposes only. This channel is not monitored by C ...
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Are you struggling to create a career and life vision that you love? Portfolio Career Podcast is here to provide proven success stories, actionable tips, and key skills to do this for you. David Nebinski talks with people who have designed their Portfolio Career that allows for growth, resiliency, and happiness. Tune in to build and grow your Portfolio Career. Let's have some fun!
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Are you struggling to create a career that you love? Do you wonder if you could hold multiple jobs and projects at once? A Portfolio Career is here to answer your questions. David Nebinski talks with people who have designed Portfolio Career that allows for growth, resiliency, and happiness. Tune in to learn how to create a Portfolio Career of your own. Let's have some fun!
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ITPM Podcast

Institute of Trading and Portfolio Management (ITPM)

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The Institute of Trading and Portfolio Management (ITPM) provides industry-leading financial education. Listeners will have access to some of the best minds in the Investment Management industry talking through current and relevant ideas in the financial markets. Expect to expand your investment knowledge and improve your trading performance.
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Pilot’s Portfolio

Timothy P. Pope, CFPĀ®

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Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Plannerā„¢and principal owner of 360 Aviation Advisors, LLC (ā€œ360 Aviation Advisorsā€), a registered investment ...
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Investing is the best way to build wealth, but comes with risk and uncertainty. Want to grow a portfolio of stocks, bonds, ETFs and more? This is the show to boost your knowledge and build your confidence. Join us on the journey through bull markets, bubbles and crashes. Bring snacks and a steady hand; we're in it for the long haul... Hosted by Ramin Nakisa (YouTube @PensionCraft) and Michael Pugh. Contact us: [email protected]
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NerdWallet's Smart Money Podcast

NerdWallet Personal Finance

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NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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Complexity Premia

Coolabah Capital Investments

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Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, and Ying Yi Ann Cheng, a portfolio management director. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. If this recording contains reference to any financial products, that reference does not constitute financial advice or a recommendation, and may not be ...
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Welcome to Yahoo Finance's Stocks in Translation with master statistician Jared Blikre and 'voice of the people' producer Sydnee Fried. It's our essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. Look for jargon busting, and the smartest voices on the street.
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Join Corey Hoffstein and Rodrigo Gordillo as they explore the world of return stacking with insights from leading experts and real-world applications. Break away from traditional portfolio construction and rethink successful investing.
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Microcap Moments

Shore Capital Partners

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A podcast that captures the key issues, successes, challenges, and lessons learned in the microcap space through in-depth interviews with high-level leaders across Shore Capital and our portfolio companies.
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Barenaked Money

Verecan Capital Management Inc.

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Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial ...
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Project Insight's project portfolio management software centralizes your organization's project data across teams and software tools to give you a complete real-time picture of collaboration, budgets, resources, initiatives, and project status.
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When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working ...
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The Portfolio Construction Podcast

Netwealth Investments Limited

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In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about. Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We hope you enjoy the unique perspectives.
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In the Money with Amber Kanwar brings you actionable ideas from top money managers to help you make profitable decisions. As one of Canada’s most recognizable business journalists and the former host of BNN Bloomberg’s Market Call, join Amber as her guests answer your questions on individual stocks and offer their best investment ideas.
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Guggenheim Macro Markets

Guggenheim Investments

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Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.
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Tea and Crumpets

Will Brown and Adam Eagleston

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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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This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
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Motley Fool Money

The Motley Fool

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Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
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Investing in property can be incredibly rewarding and our aim with the Australian Property Podcast is to provide answers to frequently asked questions. Our guests are experts in their industry and we’re picking their brains to tackle the issues that investors encounter when growing their property portfolio. Too often investors are confused and overwhelmed with conflicting information – we want our conversations to educate investors and to see you build a quality property portfolio.
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Millionaire Mindcast

Matt Aitchison

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Millionaire Mindcast helps you build wealth through commercial real estate and passive income. Hosted by investor Matt Aitchison, it delivers three weekly episodes with expert insights, strategies, and lessons from top investors. Whether you want you diversify or scale your real estate portfolio and income, this is your go to guide.
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Risky Science Podcast

Risk Market News

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The Risky Science Podcast features conversations with scientists, insurers, investors, portfolio managers, and others about the evolving science of predicting and modeling risk across both natural and man-made perils.
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The Broken Pie Chart Podcast offers fresh looks at investment portfolio management, economics, markets, retirement planning, and more by simplifying and explaining important aspects of financial markets and the economy in easy to understand ways.
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Merchant Sales Podcast

Merchant Sales Podcast

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A collaboration between The Green Sheet and CCSalesPro.com, this weekly podcast provides insights for ISOs and Agents who want to build their merchant portfolio. Learn how to sell merchant services and listen to interviews with industry experts.
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Looking to turn Market Chaos into Investing Clarity? Welcome to The Art of Investing - a brand new podcast that transforms market noise into clear investing strategies. Brought to you by IG, global investing platform, FTSE 250 and over 50 years in the markets. This isn't your typical finance show. Whether you're taking your first steps into the investment world or you're a seasoned investor looking to sharpen your edge, you've found your new secret weapon. Every Friday, join hosts Rich McDon ...
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Financial Decoder

Charles Schwab

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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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The Property Nerds

The Property Nerds

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Meet Arjun, Adrian & Jack… The Property Nerds Welcome to The Property Nerds Podcast, where real estate meets research, and data drives decisions. Join Arjun Paliwal, Head of Research and Director at InvestorKit, and Jack Fouracre, Partnership Manager at Fouracre Financial, and Adrian, Senior Portfolio Strategist at InvestorKit as they dive deep into Australia’s property market. From market trends to finance tips, Arjun, Jack and Adrian deliver the insights you need to build and grow a profit ...
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Why Invest?

W1M Wealth & Investment Management

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In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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Results Junkies

Ed Pizza, Paul Singh

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The Results Junkies podcast features Paul Singh and Ed Pizza sharing the realities of starting, building and growing companies — from both sides of the table. No hand-waving, no fluff, just tactics from two operators and investors that have 3,000+ portfolio companies between them.
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What is your definition of leadership? In this episode, Stephen Shedletzky also known as "Shed" shared his definition of leadership and asked for feedback from other people attending this Podcast Mixer event. You will hear about whether leaders are necessary, challenge conventional definitions of leadership, and discuss the balance between charisma…
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Associate Prof Dr Amy Cicchino, the Director of the Writing Center at the University of Central Florida and Brandi Gilbert, MPH, the Director of the Life-Health Sciences Internship Program at Indiana University Indianapolis talk about high-impact practices and how portfolios fit in. Resources Assessment Institute HIPs in the States AAC&U list of hi…
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When COVID uncertainty hit, Aman Sethi went from owning two properties to adding six more in quick succession, while running a fast growing migration & careers business. The Property Nerds break down the ā€œexecutive homes in the middle ringā€ strategy, the finance decisions that unlocked scale and how Aman used equity as a safety buffer to keep movin…
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Send us a text In this two-part special of Resonanz Spotlight, Vincent sits down with Chris Miller and Nick Baltas from Goldman Sachs’ Systematic Trading Strategies team to explore how option-based investing has evolved — and where it’s heading next. In Part 1, Chris Miller, Head of Equity Volatility and Derivatives Products, walks us through the t…
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After you listen: Check out the first episode of this two-part series, "What Makes a Financial Plan Fit Your Life?" Explore Schwab's other educational resources around financial planning. In this episode of Financial Decoder, Mark Riepe and Steph Shadel delve into the intricacies of financial planning and portfolio management. They discuss the impo…
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In this time-sensitive episode, Certified Financial Plannerā„¢ and GA pilot Tim Pope unpacks the new Market-Based Cash Balance Plan (MBCBP) for American Airlines pilots ahead of the December 15 opt-in deadline. He explains how the plan captures NEC spillover beyond 401(k) limits, who qualifies, and how it differs from other carriers. What You'll Lear…
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šŸ‘‰ Whether you're a first home buyer or expanding your portfolio, Atelier Wealth can help. Book a discovery session with a mortgage broker here: https://calendly.com/atelier-wealth-discovery-team šŸ‘‰ For everything you need to know about getting a loan approved and buying a property, read the Happy Home Loan Handbook by Aaron Christie-David. Get a FRE…
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Designing an investment portfolio that matches your goals is hard. Sticking with it through thick and thin is even harder. Today, we’re delighted to be joined by the creator of Portfolio Charts to consider risk, return, drawdowns and—crucially—your own behaviour, so you can find something that truly fits you. And in today’s Dumb Question of the Wee…
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šŸ’” Is Your Portfolio Protected Against Stagflation? Speak with a Wealthion-endorsed advisor and review your portfolio mix, free of charge and with no obligation: https://bit.ly/43DBrQj Are we relying on investment strategies that no longer work? Quadriga Asset Management CIO and author Diego Parrilla joins Maggie Lake to explain why the global econo…
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In this special episode of In the Money with Amber Kanwar, we team up with The Scotiabank Women Initiative. Amber sits down with Swanzy Quarshie, Managing Director of Equities, Global Investment Solutions at Scotia Wealth Management, for a wide-ranging look at the biggest force in markets today: the AI boom. Swanzy breaks down why equity markets ar…
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We’ve seen some sky high valuations among AI companies lately, and it appears that Anthropic wants to use investor optimism to go public as early as next year. Competition among Anthropic, OpenAI, and many other artificial intelligence companies is heating up and could have profound impacts on investing decisions. Tyler Crowe, Matt Frankel, and Jon…
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šŸ’”FREE access to the full interview and more exclusive content in the real assets sector by joining our Get Ready for Real Assets wait list: http://www.wealthion.com/getready Gold and silver are surging, not because of hype, but because the bond market is quietly signaling the next major financial break. In this interview with Trey Reik, gold analys…
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Derek Moore is joined by Shane Skinner and Mike Snyder to talk about the coming Fed decision and what the market is telling us. Plus, CNN's Fear and Greed Index is almost at extreme fear so why are most markets near all-time highs? Then, looking at the economy through the lens of Michael Kantro's HOPE theory and whether the recent ADP employment re…
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​​We’re looking ahead to the crucial Fed decision next week — and the central bank may be on a collision course with the market, with inflation, and possibly with its own incoming leadership. Amber sits down with Dustin Reid, Chief Strategist, Fixed Income at Mackenzie Investments for a wide-ranging and deeply insightful breakdown of what’s about t…
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In this episode, Jordan Baltimore reflects on his unlikely path from volunteering to rake a baseball field to founding New York Empire Baseball and leading RISE. He shares how passion, curiosity, and a belief in what young athletes deserve shaped his vision for elevating youth sports. Jordan discusses why culture, coaching, and community sit at the…
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Is Bitcoin (BTC=F) actually doomed? In this episode of Stocks in Translation, Trustless Media Founder Zack Guzman joins host Jared Blikre and Yahoo Finance Senior Reporter Allie Canal to discuss the latest crypto selloff, including Michael Burry’s comments where he called Bitcoin ā€˜worthless’. Guzman notes that while skeptics sentiments seem to be d…
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What happens when alternative investments shift from niche products to the industry's go-to value proposition? In this episode, we're joined by financial planner and self-described "pathological nerd" Aravind Sithamparapillai for a rigorous exploration of private markets, product due diligence, advisor incentives, and the narratives driving the sur…
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What is your definition of leadership? In this episode, Stephen Shedletzky also known as "Shed" shared his definition of leadership and asked for feedback from other people attending this Podcast Mixer event. You will hear about whether leaders are necessary, challenge conventional definitions of leadership, and discuss the balance between charisma…
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See what 2026’s housing costs and mortgage rates might mean for your homebuying plans and learn when you can safely coast on retirement savings. How is the housing market reshaping homebuying going into 2026? When can you stop saving for retirement and still feel confident about your future? Hosts Sean Pyles and Elizabeth Ayoola discuss Coast FI an…
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Listener Q&A where Andy talks about: A correction on something incorrect I said last week regarding deciding which spouse's pre-tax account to distribute or convert from ( 3:28 ) Pros and cons of using a single total global stock market fund vs multiple other funds such as just US and just international ( 8:17 ) What's in the calculation for Modifi…
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šŸ’”2026 could shape up to be a historic turning point, make sure your portfolio is ready. Get a free portfolio review with Brett and the team at WindRock: https://bit.ly/4pOyoxb Is the U.S. heading toward a historic breaking point in 2026? WindRock’s Brett Rentmeester argues that America is no longer in a normal business cycle, but instead entering a…
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We discuss the latest shopping data after Black Friday and then dive into the eVTOL industry. What are they? Who do you need to know? And how will these companies make money? Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Retail sales - What is an eVTOL? - How eVTOLs plan to make money - Our favorite eVTOL stocks Companies discussed: Joby…
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In this episode of Why Invest? hosts James Carter and Tom Saville are joined by award-winning journalist and Bloomberg columnist Parmy Olson. They discuss the realities behind the AI boom, from the philosophical motivations of tech founders to the subtle risks AI poses to human agency, jobs, and democracy. They explore Europe’s funding gap, the gro…
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Buried in the Budget’s ā€œboringā€ fine print is a sweeping overhaul of ISAs, new stealth taxes, and rule changes designed to squeeze anyone living off their assets. So, what’s really changing and what can you do to protect your money? And in today’s Dumb Question of the Week: Is now the time to emigrate? --- Thank you to Trading 212 for sponsoring th…
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In this special wrap-up episode, Trina and Mathew look back on the standout moments and superpowers from Season 2 of Wear Your Cape to Work. Together they revisit the insights, stories, and lessons that made this season unforgettable and share what they learned from each inspiring guest.Precision under constraint.The season opened with Jeff Conner,…
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Steve West has seen project management evolve from the days when building an extranet to share files felt revolutionary to today’s era of AI-driven collaboration. As Product Manager at Project Insight, he’s witnessed every major shift—from desktop tools to browser-based systems to intelligent automation.In this episode of Wear Your Cape to Work, Tr…
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In this episode of Wear Your Cape to Work, we’re joined by Sanjiv Bhagat, Manager of Program Management at Amazon. Sanjiv shares his journey from technical roles in the public sector to leading global logistics initiatives, how his love of puzzles shapes his prioritization skills, and why every project must start with the problem—not the tool. He a…
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We’re excited to welcome Agatha Agbanobi, founder and principal consultant of ResonantHR to the WYCTW podcast. With more than 15 years in project and program management and six years in HR leadership, she shares what it’s like to lead initiatives in employee relations, conflict resolution, workforce development, and DEIB.Agatha — unlike most of us …
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Holiday shopping isn’t just about deals at the mall - it can be a great time to think about the businesses benefitting from all that spending. In today’s episode of Motley Fool Money, Host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to talk holiday consumer trends and two ā€œRule Breakingā€ stocks they’re putting on their 2025 wishl…
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šŸ’”If a demand shock and higher oil prices hit, is your portfolio ready? Get a free review with Wealthion’s endorsed financial advisors at https://bit.ly/3XsgxjxOil demand is booming, OPEC’s real spare capacity may be close to exhausted, and a massive mining and EM growth boom is forming in the background, so why is crude still stuck around $60?In th…
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Long-term investing, Barry Schwartz reminds us, is a simple math problem that most investors overcomplicate — and as a self-described permabull, he’s here to explain why staying constructive matters even in the years that test you. Amber and the President & CIO of Baskin Wealth Management dig into the final trading month of the year as Barry breaks…
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Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. In this episode of Stocks in Translation, Wall Street money manager David Miller joins host Jared Blikre and Senior Reporter Allie Canal, to break down the stocks with real market power heading into 2026. From AI giants like Nvidia …
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Want to scale your business? Apply for one of our scaling workshops here: https://www.acquisition.com/podl Welcome to Build where we talk about the lessons I have learned in scaling big businesses, gaining millions in sales, and helping our portfolio companies do the same. Buckle up, because we’re creating an unshakeable business. Want to scale you…
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This week it is just the nerds! They’re pulling back the curtain on the finance moves even experienced investors miss. If you think restructuring is only for first timers, this episode will change your mind. We walk through three live client scenarios that shifted assets into smarter structures, freed up borrowing power and without higher incomes, …
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Stop making million-dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: joinhampton.com Everyone wants to know what founders really earn, but most of the numbers out there are either outdated or just plain wrong. We gathered fresh data fr…
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We review the results from Zscaler (ZS) and Workday (WDAY) and predict which stock is more likely to outperform over the next 10 years. Who ya got? Asit Sharma, David Meier, and Tim Beyers: - Review last week’s results from Zscaler and Workday. - Predict which of the two will outperform more over the next 10 years. - Tackle investors’ pressing Mind…
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šŸ’”Worried about inflation returning and markets sitting in bubble territory? Get a free portfolio review with a Wealthion-endorsed financial advisor at https://bit.ly/4ooAhj7 Is the U.S. about to experience a second wave of inflation? According to Professor Steve Hanke, one of the world’s foremost experts on money supply and inflation, the answer is…
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November delivered plenty of drama and almost no reward. After a sharp sell off fueled by stretched AI valuations, doubts about data center spending, and anxiety over the Fed’s next move, the month clawed its way back to finish barely positive—one of the weakest Novembers in a quarter century. In this episode of the CB3 Financial Weekly Podcast, we…
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Policy support, AI innovation, and profitability are extending the U.S. cycle, but not without risk. This week on Market Matters, Lauren Goodwin and Julia Hermann outline the 2026 Outlook from New York Life Investments’ Global Market Strategy team and how investors can position across equities, credit, and alternatives.…
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Learn how to donate effectively for Giving Tuesday and juggle multiple credit cards without hurting your credit score. How can you donate more intentionally on Giving Tuesday without blowing your budget? Does having multiple credit cards hurt your credit score? Hosts Elizabeth Ayoola and Sean Pyles discuss charitable giving and credit card manageme…
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In this episode, Ricardo explains that in the PMBOKĀ® 8th Edition, you do not need to memorize all 40 processes. Many of them are very similar, especially in the planning phase, which alone contains 19 processes. He shows that processes like Plan Scope Management, Plan Schedule Management, Plan Financial Management, and Plan Risk Management follow t…
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Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants…
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