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Cfa Wealth Managers Podcasts

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InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

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Daily
 
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.
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The Valley Investors Podcast gives listeners insight into the most prominent investors in the Arizona community and beyond. We speak with founders, CEOs, and Chief Investment Officers about what brought them to Arizona, their views on investing, and their connections to the local community. Find out more at: https://www.cfasociety.org/phoenix
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Financial Perspectives

CFA Society San Francisco

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Monthly
 
“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! ...
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The Noble Perspective

Noble Wealth Partners

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Welcome to The Noble Perspective Podcast, where amazing things happen. Jeff Brainard, CFP®, CFS and Grant Glenn, CFA, CFP® discuss everything from wealth management to current events.
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SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.
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Orion's The Weighing Machine

Orion Portfolio Solutions

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Monthly+
 
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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The Wealth Cast

Charles P. Boinske

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Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know to help you work toward the luxury of financial independence. Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love – like fly fishing!Charles Boinske, CFA, is a nationall ...
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The ETF Investor

Nerina Visser, CFA

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The ETF Investor – brought to you by the ETF Specialists, ETFSA. Through this podcast series we bring you insight and understanding of ETFs (Exchange Traded Funds), clarity on how to best use it in any type of investment portfolio, technical details of what happens inside the ETF, and practical advice on how to choose ETFs for your investment wants and needs.
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The Crypto Podcast

Roy Coughlan

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Here I interview people around the World that share their tips about Crypto and Blockchain technology. We discuss NFT's , regulation as well as the best Crypto investments. I ask my guests how to avoid blockchain fraud as well as what wallets and Exchanges do they use and why. We also discuss Mining in the Crypto World. Join my SKOOL PodFather Community https://www.skool.com/podfather/about According to Listennotes this Podcast is now in the Top 1% of Podcasts. Thank you to all my listeners.
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In this episode, Terence Thompson shares his path from Air Force officer to investment leader at a multi-billion-dollar single family office in Arizona. He opens up about lessons learned across institutional and family office investing, his personal motivations, and the balance between wealth creation, preservation, and purpose. A must-listen for a…
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We will analyze how the AI arms race is triggering massive Big Tech debt issuance to fund data center construction, and what this "mega-issuance" means for the stability and "spreads" of the investment-grade credit market. Today's Stocks & Topics: Upwork Inc. (UPWK), Market Wrap, Vanguard Total Stock Market Index Fund ETF Shares (VTI), “AI's Credit…
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We will be analyzing the fundamental strategic shift from global cost-cutting to domestic resilience... as companies pour investment into onshoring and nearshoring... in order to prioritize speed and proximity in manufacturing. Today's Stocks & Topics: Novo Nordisk A/S (NVO), Market Wrap, Sterling Infrastructure, Inc. (STRL), Safe Haven Investment,…
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We will debate whether the S&P 500's historically high Shiller P/E (P/E10) ratio is justified by today's economic environment, or if the current market valuation—nearly matching the 2000 peak—signals an unsustainable bubble. Today's Stocks & Topics: Axon Enterprise, Inc. (AXON), Market Wrap, Invesco NASDAQ 100 ETF (QQQM), “Warning Signs: Is the Mar…
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Commodity markets are splitting: Inflationary pressure eases as energy and food prices decline due to better supply, while strategic minerals (like copper, lithium, and rare earths) face sustained volatility and high prices due to supply constraints driven by surging demand from the AI and EV sectors. Today's Stocks & Topics: Tecnoglass Inc. (TGLS)…
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A growing trend is emerging where a Health Savings Account (HSA) is treated not as spending money, but instead as a "Super IRA" for retirement. Could this be the right call for you? Today's Stocks & Topics: Vertiv Holdings Co (VRT), Marker Wrap, Platinum Group Metals Ltd. (PLG), “The "6-Figure HSA" Retirement Strategy”, Liquidity, Leidos Holdings, …
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In this extended deep dive, guest host Raymond Pang, Senior Researcher at CFA Institute, speaks with Greg Fisher, CFA, about how complexity science can offer a richer lens for understanding uncertainty, market behavior, and the limitations of traditional financial models. Building on themes explored in our recent episode with Richard Bookstaber and…
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In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: A-I Stocks, Bond Maturity, Short-Term Rental Market, The VIX, Crypto, Pre-Tax Allocation vs. Roth I-R-A, Poorly Managed Companies, Publicly Traded Sports…
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In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: I-R-As, 401k Plan, Compound Frequency, Is It Good Time to Buy Stocks, Fidelity 401k Plan, Small Cap Stocks, Fed Rate Cuts, Relative Strength, Young Inves…
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We will talk about Warren Buffett's pile of cash and the concept of "controlled greed" in today's market. Today's Stocks & Topics: Prologis, Inc. (PLD), Market Wrap, Bright Minds Biosciences Inc. (DRUG), “Buffett's $382 Billion Cash Pile”, Heritage Global Inc. (HGBL), Tokio Marine Holdings, Inc. (TKOMY), Markel Group Inc. (MKL), Bristol-Myers Squib…
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Just as markets were looking shaky, NY Fed President John Williams dropped dovish comments that spiked the odds of a December rate cut. Today's Stocks & Topics: Albertsons Companies, Inc. (ACI), Market Wrap, ServiceNow, Inc. (NOW), “The "Dovish" Pivot: December Rate Cut Odds Jump”, Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT), Vanguard FTSE …
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In this episode of Financial Perspectives, host Tanya Suba-Tang sits down with Benjamin Armellini - Managing Partner at Main Street Research - for a candid look at the forces shaping today’s markets. Together, they unpack an economy landscape defined by volatile trade policy, uneven sector performance, and a labor market that looks very different d…
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We will examine the case for gold and bitcoin as alternative assets, and look at how each fits (or doesn’t) into a diversified portfolio, and what type of investor each one is really built for. Today's Stocks & Topics: Fidelity MSCI Real Estate Index ETF (FREL), Quanta Services, Inc. (PWR), Market Wrap, “Gold or Bitcoin? The New Safe-Haven Showdown…
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Meta Ghambaryan is Web3 Global Marketing Advisor at Asterium, she helps build Central Asia's regulated crypto backbone. #crypto #MetaGhambaryan #asiacrypto All Episodes can be found at www.thecryptopodcast.org Join my PodFather Podcasting SKOOL Group https://www.skool.com/podfather/about All about Roy / Brain Gym & Virtual Assistants at https://roy…
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Niko Mercuris is the founder of Crypto Renegades, ahigh-ticket crypto trading mastermind with 1,600+paying members generating $200K+ monthly. #crypto #cryptoinvesting #NikoMercuris All Episodes can be found at www.thecryptopodcast.org Join my PodFather Podcasting SKOOL Group https://www.skool.com/podfather/about All about Roy / Brain Gym & Virtual …
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We tackle the classic investing dilemma of putting your money in slowly versus investing it all at once, and explain when each strategy can make the most sense for real-life investors. Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Chipotle Mexican Grill, Inc. (CMG), “Dollar-Cost Averaging vs. Lump Sum: What’s the Smarter Move?”, T…
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We compare high-yield savings accounts and Treasury bills, breaking down liquidity, safety, and after-tax returns so you can choose the best parking spot for your short-term cash. Today's Stocks & Topics: California Resources Corporation (CRC), DoorDash, Inc. (DASH), Market Wrap, Grupo Cibest S.A. (CIB), “High-Yield Savings vs. T-Bills: Where Shoul…
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We will dig into the market’s obsession with the “Magnificent Seven” tech giants, the hidden concentration risk in many portfolios, and how to rebalance without missing out on innovation. Today's Stocks & Topics: Federal Agricultural Mortgage Corporation (AGM), Market Wrap, Old Dominion Freight Line, Inc. (ODFL), “Magnificent Seven Overload: Is You…
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In this episode, we will explore how abandoned 401(k) plans can quietly drain your long-term wealth and we’ll talk about the simple steps you can take to track down that lost money and put it back to work. Today's Stocks & Topics: Builders FirstSource, Inc. (BLDR), Gartner, Inc. (IT), Meta Platforms, Inc. (META), Market Wrap, “The Forgotten 401(k):…
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We'll talk about practical ways to stretch retirement dollars-- such as adjusting withdrawals, delaying Social Security, integrating annuities, and managing market risk. Today's Stocks & Topics: Tyson Foods, Inc. (TSN), Market Wrap, VanEck IG Floating Rate ETF (FLTR), iShares 0-3 Month Treasury Bond ETF (SGOV), Don’t Outlive Your Nest Egg: Strategi…
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Victor Haghani — co-founder of Long-Term Capital Management and founder of Elm Wealth — joins host Mike Wallberg, CFA, to discuss the ideas behind his book The Missing Billionaires: A Guide to Better Financial Decisions. Using the "missing billionaires" puzzle as a starting point, Haghani explores why so many investors struggle with risk sizing, ho…
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We will look into a plain-English guide on how annuities work, from fixed to variable and indexed options, plus fees and guarantees to watch. Today's Stocks & Topics: Trex Company, Inc. (TREX), Devon Energy Corporation (DVN), Market Wrap, Annuities Demystified: Types, Payouts, and Trade-Offs, Southern Copper Corporation (SCCO), Dow Inc. (DOW), Cogn…
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New research shows that despite ongoing investor demand for exchange-traded funds, baby boomers appear to be bucking the trend, and there may be a good reason for it. Today's Stocks & Topics: Vanguard Long-Term Corporate Bond Index Fund ETF Shares (VCLT), East West Bancorp, Inc. (EWBC), Boomers are less bullish on ETFs—should they be?, McKesson Cor…
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We will examine why ultra-long loans may lower payments but slow equity-building and raise lifetime interest costs, and what that means for housing affordability. Today's Stocks & Topics: Silver, Market Wrap, The Procter & Gamble Company (PG), 50-Year Mortgages: Quick Fix or Costly Mistake?, Mueller Industries, Inc. (MLI), SPDR Portfolio S&P 600 Sm…
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We will break down intrinsic value, competitive advantages, and the “margin of safety” approach that value investors use to build long-term wealth. Today's Stocks & Topics: Microsoft Corporation (MSFT), Market Wrap, Baxter International Inc. (BAX), Zimmer Biomet Holdings, Inc. (ZBH), Value Investing 101: How to Spot Undervalued Stocks, Interactive …
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Today on the podcast, Ben Vake is joined by Kim Arthur, CEO and Portfolio Manager of Main Management. Kim D. Arthur is a founding partner of Main Management, LLC. He currently serves as Main’s CEO and Portfolio manager. In 2009 Kim was recognized by Institutional Investor Magazine as a “Rising Star” of Foundations and Endowments. Kim is a regular s…
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We will have practical estate-planning strategies for transferring property to children while keeping tax, timing, and family-dynamics in focus. Today's Stocks & Topics: Fundamental Analysis, Market Wrap, Mueller Industries, Inc. (MLI), Passing the Property Torch: Smart Ways to Leave Real Estate to Your Kids, F5 Inc. (FFIV), Entry Point, Reaction A…
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