Shows
The Palumbo Podcast: Your journey to a work optional lifestyle60: The Economy, AI & Productivity w/ Veneta Dimitrova, Senior US Economist at Ned Davis ResearchThis week, Philip Palumbo sits down with Veneta Dimitrova, Senior US Economist at Ned Davis Research, to break down the forces shaping today’s economic landscape.Veneta shares her outlook on the U.S. economy, including GDP growth expectations, the role of fiscal and private-sector stimulus, and how capital investment and productivity trends are reshaping long-term growth. The conversation dives into the evolving labor market, the impact of demographics and immigration, and the role AI will play in driving productivity gains—while also introducing new risks to employment and income stability.From inflation and labor dyna...
2026-02-1644 minThe Palumbo Podcast: Your journey to a work optional lifestyle59: Decision Science & the Human Edge w/ Cheryl Strauss Einhorn, Founder of DecisiveThis week, Philip Palumbo sits down with Cheryl Strauss Einhorn, founder and CEO of Decisive and one of today’s leading voices in decision science. Cheryl shares how her AREA Method helps individuals and organizations make clearer, more confident decisions by identifying cognitive bias, blind spots, and competing perspectives.From career and business decisions to investing, AI, and uncertainty, the conversation explores why process matters more than outcome—and how understanding how we decide can lead to better results. Cheryl also discusses her background as an award-winning investigative journalist, her work with Fortune 500 companies, her teaching at Colu...
2025-12-3128 minThe Palumbo Podcast: Your journey to a work optional lifestyle58: Mastering TED-Style Storytelling w/Devin Marks, “The TED Talk Whisperer”This week, Phil sits down with Devin Marks, the TED Talk Whisperer and the force behind Connect to Compel, to explore how leaders can transform ideas into messages that truly resonate. Devin breaks down his TED-style messaging framework and explains how personal storytelling can elevate business communication, pitches, and keynotes.Connect with Devin:LinkedIn: DEVIN D. MARKSWebsite: connecttocompel.com
2025-12-1736 minThe Palumbo Podcast: Your journey to a work optional lifestyle57: Reimagining Leadership w/Maddy Niebauer, VChief CEOThis week, Phil sits down with Maddy Niebauer, founder and co-CEO of VChief, to explore a new approach to executive leadership. Maddy shares how fractional executives — COOs, chiefs of staff, and more — can empower leaders to focus on what matters most, without burning out.They also discuss leveraging AI for operations, building effective teams, and strategies to grow a business while maintaining balance. Maddy offers insights for entrepreneurs, executives, and leaders looking to maximize impact without overworking themselves.Connect with Maddy:LinkedIn: Madeleine NiebauerWebsite: vchiefs.com
2025-11-2522 minThe Palumbo Podcast: Your journey to a work optional lifestyle56: The True Cost of College w/Mark SalisburyThis week, Phil sits down with Mark Salisbury, co-founder and CEO of TuitionFit, to tackle one of the biggest challenges families face today: understanding the true cost of college. With over 25 years in higher education, Mark shares how TuitionFit’s innovative platform brings transparency to college pricing, empowering families to make informed decisions and plan strategically.They also explore the impact of rising tuition, student debt, and how families can maximize ROI while navigating a complex college marketplace. From solving structural issues in higher education to building a business that makes a difference, Mark of...
2025-11-1137 minThe Palumbo Podcast: Your journey to a work optional lifestyle55: Inside the Bond Market w/Lisa HornbyIn this week’s episode, Phil sits down with Lisa Hornby, Head of U.S. Fixed Income at Schroders, to break down what’s really happening in today’s bond markets. Together, they unpack the Fed’s rate path, the renewed case for fixed income, and surprising opportunities emerging in the municipal bond market. They also explore how rising deficits, fiscal policy, and even advances in AI could reshape the broader economic landscape.Connect with Lisa:LinkedIn: Lisa Hornby
2025-10-0629 minThe Palumbo Podcast: Your journey to a work optional lifestyle54: The Business of Doing Good w/Mark DhoogeThis week, Phil sits down with Mark Dhooge, President and CEO of Kids in Distress and Family Central, two powerhouse nonprofits with a combined $40 million budget serving South Florida’s most vulnerable children and families.From his early days in law enforcement to leading organizations that provide foster care, maternal health, and early childhood education, Mark’s career is built on one core belief: prevention is the best solution. In this episode, Phil and Mark discuss what it takes to run nonprofits like businesses, why people are the greatest asset, and how accountability drives impact.
2025-09-2940 minThe Palumbo Podcast: Your journey to a work optional lifestyle53: Reinventing M&A w/Andrew AwIn this week's episode, Phil sits down with Andrew Aw, a seasoned finance and strategy executive who is now co-founder and CFO of a venture-backed fintech startup transforming the M&A landscape with artificial intelligence.Andrew shares how his team built a product that turns 60 hours of financial analysis into just minutes, what it takes to leap from corporate life to entrepreneurship, and why culture and networks matter most when scaling a young company.Connect with Andrew:LinkedIn: Andrew Aw
2025-09-2231 minThe Palumbo Podcast: Your journey to a work optional lifestyle52: From Surgeon to Startup w/Dr. David PearlstoneThis week, Phil sits down with Dr. David Pearlstone, a surgical oncologist turned entrepreneur who is now leading DicomDirector, a company revolutionizing medical imaging. With over 25 years of clinical experience and an MBA from Yale, Dr. Pearlstone brings a rare mix of medical expertise and business acumen to the table.In this episode, Phil and David dive into the lessons every founder can learn about solving the right problem, the realities of fundraising, and navigating the startup journey.Connect with David:Website: dicomdirector.comYouTube: @DICOMDirector...
2025-09-0545 minThe Palumbo Podcast: Your journey to a work optional lifestyle51: The Business of Relationships w/Brian EspositoThis week, Phil sits down with Brian Esposito, ranked among the world’s top CEOs three years running and the driving force behind Esposito Intellectual Enterprises. Brian’s journey spans over 25 industries, more than 110 entities, and 200+ joint ventures worldwide.In this episode, Phil and Brian dive deep into the art of building authentic relationships, the hard lessons learned from deals gone wrong, and why culture is the heartbeat of every successful company. Connect with Brian:Website: eie.rocksLinkedIn: Brian J. EspositoInstagram: @brian_j_esposito
2025-08-1551 minThe Palumbo Podcast: Your journey to a work optional lifestyle50: The Culture That Built a Global Firm w/Rob OttThis week, Phil is joined by Rob Ott, founder of a global pharmaceutical services company that he successfully led and scaled for 22 years, before executing a major exit. Now, as an executive coach, Rob helps other founders scale with clarity, purpose, and long-game thinking.In this episode, Phil and Rob talk about what it means to truly build a best-in-class business, the importance of company values, and how culture can be a differentiator or a dealbreaker.Connect with Rob:Website: ottmgt.comLinkedIn: Rob Ott
2025-07-1134 minThe Palumbo Podcast: Your journey to a work optional lifestyle49: How to Build, Scale, and Sell with No Regrets w/Kevin DonnellyIn this episode of The Palumbo Podcast, Phil is joined by serial entrepreneur and value growth advisor Kevin Donnelly to explore what it really takes to build, scale, and exit a company the right way. Kevin shares his hard-won wisdom and breaks down the key drivers of company value, the critical mistakes to avoid before an exit, and how to shift from founder-operator to strategic leader. Phil and Kevin discuss everything from delegation and hiring to business operating systems, recurring revenue, and how to get private equity interested in your company.Connect with Kevin:
2025-07-0437 minThe Palumbo Podcast: Your journey to a work optional lifestyle48: Bitcoin, Disruption, and the Future of Money w/Anthony ScaramucciThis week, Phil sits down with legendary investor and SkyBridge Capital founder Anthony Scaramucci for a no-nonsense, in-depth conversation about Bitcoin, decentralization, and the future of money. Scaramucci breaks down complex concepts—like decentralization, digital scarcity, and the network effect—into simple language anyone can understand. Together, they explore the real reasons Bitcoin is gaining serious traction, the myths that still hold people back, and why some of the smartest investors in the world have changed their minds.Connect with Anthony:Website: scaramucci.netYouTube: @therealanthonyscaramucciInstagram: @scaramucci
2025-06-1050 minThe Palumbo Podcast: Your journey to a work optional lifestyle47: Exit Planning w/Dr. Eric ColeDr. Eric Cole is a globally recognized cybersecurity expert, entrepreneur, and best-selling author with over 30 years of experience protecting the digital world. He’s built and sold three companies with eight-, nine-, and ten-figure exits. Today, he leads Secure Anchor Consulting and serves as America’s Cyber Czar. This week, Eric joins Phil to share his knowledge on taking care of existing customers, investing in your company, and what to know if you're thinking about exiting your business.Connect with Eric:Website: drericcole.orgInstagram: @drericcoleYouTube: @DrEricCole
2025-05-3033 minThe Palumbo Podcast: Your journey to a work optional lifestyle46: Navigating Economic Uncertainty w/Andrew ClintonThis week, Phil sits down with Andrew Clinton, Founder and CEO of Clinton Investment Management. Together, they unpack today’s complex economic landscape, from recession risk and the impact of tariffs to interest rate policy and fixed income opportunities. Andrew shares a data-driven outlook on the U.S. economy, inflation trends, and the state of the municipal bond market.Connect with Andrew:Website: clintoninvestment.comLinkedIn: Andrew Clinton
2025-05-2352 minThe Palumbo Podcast: Your journey to a work optional lifestyle45: Planning is Paramount w/Blake JohnsonBlake Johnson has known most of his life that he would be working in the estate planning and business realm. Growing up around the office, he saw the results of proper planning through trusts, buy sell agreements, and succession planning, and the poor results from those who didn’t plan.This week, Phil sits down with Blake to learn about the challenges he's faced taking over his father's firm, how to teach financial responsibility to kids, and the ways he is utilizing AI.Connect with Blake:Website: tr...
2025-05-1626 minThe Palumbo Podcast: Your journey to a work optional lifestyle44: Invest In The Exit w/Terence HannafinTerence Hannafin is a Partner at Carter Morse & Goodrich and has been advising shareholders of closely held and family-owned companies for more than 15 years. At CMG, he is responsible for leading the execution of transactions across a range of industries and directing business development initiatives.In this week's episode, Phil sits down with Terence to talk about what you should know if you’re thinking about exiting your business, mistakes to avoid along the way, and the importance of arming yourself with a dream team.Connect with Terence:...
2025-05-0231 min
Smart Money CircleHow To Win The Game Of Money = Become Financially Independent & Make Work OptionalGuest:Philip Palumbo, Founder, CEO and Chief Investment Officer, Palumbo Wealth Management (AUM: approximately $650M)Website: https://palumbowm.com/Bio:Philip G. Palumbo is Founder, CEO and Chief Investment Officer of Palumbo Wealth Management. He is a contributor on CNBC, Bloomberg, Reuters, Schwab Network, and Cheddar News. His market insights have been quoted in such leading publications as The Wall Street Journal and Barron’s. He has authored, Make Work Optional, a book dedicated to assisting individuals and families on how to properly pla...
2025-04-0917 minThe Palumbo Podcast: Your journey to a work optional lifestyle43: Finding Fulfillment as a Founder: A Conversation with Deren HasipDeren Hasip is an experienced mortgage broker with over 20 years in retail banking and mortgage origination. A former Bank Executive, he has been recognized for his dedication to clients and community involvement, including a nomination for the Ontario Premier’s Award in 2002. Deren has served as a mortgage expert in national media campaigns and has appeared on City TV, as well as being quoted by various financial publications. He is committed to delivering tailored mortgage solutions that enhance his clients' financial well-being. In this episode of the Palumbo Podcast, Phil Palumbo and Deren delve into the...
2025-04-0443 minThe Palumbo Podcast: Your journey to a work optional lifestyle42: Finding a Market Bottom w/Ed ClissoldIn this week's episode, Phil is joined by Ed Clissold of Ned Davis Research to discuss what investors should watch for during a market bottoming process:Key indicators that signal a market bottomThe role of investor sentiment and economic dataLessons from past market downturns and recoveriesStrategies to position your portfolio for a rebound
2025-03-2636 minThe Palumbo Podcast: Your journey to a work optional lifestyle41: The Business of Emotional Intelligence w/Dr. Steven SteinDr. Steven Stein is a world-renowned clinical psychologist, international best-selling author, and sought-after speaker. He is a leading expert on psychological assessment and emotional intelligence and the founder and Executive Chair of Multi-Health Systems.This week, Steven joins Phil to dive into emotional intelligence, overcoming fears of delegation, and getting to the point where work is optional.Connect with Steven:Website: stevenstein.comBooks
2025-03-2134 minThe Palumbo Podcast: Your journey to a work optional lifestyle40: Exiting A Business w/Dennis O’RourkeDennis O’Rourke is a Partner at Moritt Hock & Hamroff LLP where he serves as Chair of the firm’s Corporate, M&A, and Securities Practice Group. Dennis has over 20 years of experience handling complex mergers, acquisitions, securities offerings, corporate transactions, and general counsel matters. He is an experienced negotiator who takes an innovative approach to advising clients on their business objectives and providing practical solutions. This week, Dennis joins Phil to talk about the psychology of exiting a business, what buyers are looking for, and some pitfalls to avoid.
2025-03-0740 minThe Palumbo Podcast: Your journey to a work optional lifestyle39: DeepSeek and Market Volatility w/Marc WeissMarc Weiss is the Co-founder and Chief Investment Officer of Open Field Capital, an SEC registered investment advisor managing over $100 million in emerging technology assets. Marc co-founded Open Field in 2005 to invest exclusively in emerging technology companies, capitalizing on the partners’ deep experience and networks, with the objective of maximizing capital growth for their investors. In this episode, Phil and Marc dive into what's going on with DeepSeek, why markets care, and the move toward an inference dominated world.
2025-02-2142 minThe Palumbo Podcast: Your journey to a work optional lifestyle38: 2025 Economic Outlook w/Veneta DimitrovaVeneta Dimitrova is the Senior U.S. Economist for Ned Davis Research. She is the primary person responsible for formulating the U.S. economic outlook and identifying macroeconomic trends, particularly as they relate to developments in U.S. fixed income and equity markets. Veneta’s focus in recent years has been on trends in the labor market, productivity growth, and income inequality.In this week's episode, Phil sits down with Veneta to hear her analysis of the U.S. economy at the start of 2025.Contact Veneta:LinkedIn: Veneta...
2025-02-1438 min
Queer Joy with Daniel MacIvorMarie-Philip Poulin and You Can PlayEPISODE FIVE – Marie-Philip Poulin and You Can Play“If you can play, you can play.”One of the world’s greatest hockey players, Marie-Philip Poulin, joins us in a break from practice a few weeks before the LGBTQ+ advocacy awards, to share her inspiring story on how she came to lead the top team in the PWHL. To experience her humility and team spirit is to understand the value of sport and play in the development of our youth. And in part two, we meet Mandy Cronin and David Palumbo from You Can Pl...
2025-02-1120 minThe Palumbo Podcast: Your journey to a work optional lifestyle37: Understanding Your People w/Jaime DiglioJaime Diglio is a high-performance coach, trainer, author, and speaker best known for her ability to repeatedly turn average players into top performers by developing their inner game. Her programs combine AI data-driven insights and proven behavioral science and psychological strategies to help leaders identify and build up their strongest players. She’s taught thousands at top companies, including Gartner, Microsoft, and Slalom, to use these principles and lead teams to exceptional success. In this episode, Phil sits down with Jaime to learn more about improving communication in your team, uncovering what motivates your key players, and understanding your peop...
2024-10-2531 minThe Palumbo Podcast: Your journey to a work optional lifestyle36: Advice For Corporate Executives w/Dr. John LaMattinaDr. John LaMattina is the former president of Pfizer Global Research and Development, a speaker, author and Forbes contributor. At Pfizer, he managed more than 13,000 scientists and professionals in the United States, Europe, and Asia. Dr. LaMattina spent 30 years at Pfizer Inc, having joined as a medicinal chemist in 1977. He's received numerous awards including an Honorary Doctor of Science degree from the University of New Hampshire.
In this episode, Phil and John talk about challenges executives face in the corporate world, the importance of learning from others, and what makes a startup a success.
...
2024-08-0225 minThe Palumbo Podcast: Your journey to a work optional lifestyle35: Grow the Right Way w/Peter WardPeter Ward is the founder and CEO of SoHo Dragon, a New York City-based IT solutions and staffing firm focused on helping CXOs and technical teams obtain as much value from the Microsoft Cloud as possible. He is an MVP and solution architect on Microsoft Cloud software who prefers taking the technical lead on Microsoft Azure/M365 projects from an architect and deployment standpoint. In this week's episode, Phil and Peter discuss the challenges he has faced as his company expands, creating a strong company culture, and what it means to be wealthy.
Contact...
2024-06-1431 minThe Palumbo Podcast: Your journey to a work optional lifestyle34: Disrupting the Industry w/Phil D'AmeliaPhil D'Amelia has been running his company, Vitralogy, for over 7 years now. He has over 30 years of experience in the technology industry and knows what it's like to take a risk launching a business. In this episode, Phil and Phil dive into the keys to growth, marketing, and embracing mistakes.
Contact Phil:
Website: vitralogy.com
LinkedIn: Phil D'Amelia
2024-05-2437 minThe Palumbo Podcast: Your journey to a work optional lifestyle33: Effectively Managing a Business w/Brenna CarlesWhen Brenna Carles started the journey of building her own home, she fell in love with the process. She started studying and working at a mortgage lending company part time to learn the business. In 2021, she launched her own firm as founder of The Mortgage Shop and now has over a decade of experience in the lending business. In this episode, Phil sits down with Brenna to discuss effectively managing a team, time blocking, and helping clients plan for the future.
Contact Brenna:
LinkedIn: Brenna Carles
Instagram: @brennacarles
...
2024-05-1025 minThe Palumbo Podcast: Your journey to a work optional lifestyle32: Right Out in Front w/Nick LeopardIn 2009, Nick Leopard set out to prove that there was a better way to work in finance – and more specifically, a better way to unlock value potential in private equity portfolio companies. He was right. Nick founded Accordion, and in the years since, he has grown the company to serve more than 200 private equity firms and their portfolio companies.
This week, Phil sits down with Nick to talk starting from zero, setting and maintaining a good culture, and maximizing his company.
Contact Nick:
Website: accordion.com
LinkedIn: Nick Le...
2024-04-1929 minThe Palumbo Podcast: Your journey to a work optional lifestyle31: Master Planning w/Matt GilbertMatt Gilbert is a Founding Partner of Gilbert & Pardue Transaction Advisors (GaP). With more than 31 years of experience as Partner/President/CEO/Shareholder of successful middle and lower middle market businesses, Matt has a wealth of experience in transactions where his ownership, livelihood, and personal funds were at stake.
Today, he dedicates himself to helping GaP clients plan, market, and execute strategic sales of their privately-held businesses and assists motivated buyers with locating and successfully acquiring these types of companies.
In this episode, Phil and Matt talk being a founder, working with quality people, and...
2024-04-0538 minThe Palumbo Podcast: Your journey to a work optional lifestyle30: The Curse of the White Rabbit w/Peter SagePeter Sage is a globally renowned serial entrepreneur with expertise in human behavior and self-mastery. His distinct perspective has earned him recognition as an exceptional individual with the Brand Laureate Award, joining past honorees such as Nelson Mandela, Steve Jobs, and Cristiano Ronaldo. Peter is passionate about sharing his vast knowledge and experience to empower others to lead extraordinary lives that are not only successful but also purposeful. On this week's episode, Phil and Peter discuss finding fulfillment, handling uncertainty, and breaking the curse of the white rabbit.
Contact Peter:
Website: petersage...
2024-03-0845 min
librarypunk123 - David DemchukWe’re talking about how the book sausage gets made! Publishing, publishers, libraries, horror, queerness, and maybe even some literal human sausage making.
https://twitter.com/david_demchuk
https://bsky.app/profile/daviddemchuk.com
https://hazlitt.net/feature/where-monsters-are-made
Media mentioned
Cruising (1980) https://www.imdb.com/title/tt0080569/
Eric LaRocca, Things Have Gotten Worse Since We Last Spoke https://ericlarocca.com/about
Gretchen Felker-Martin, Manhunt, Cuckoo. https://twitter.com/scumbelievable
Hailey Piper, https://www.haileypiper.com/
Joe Koch, https://horrorsong.blog/
2024-03-011h 56The Palumbo Podcast: Your journey to a work optional lifestyle29: The Future of NVIDIA w/Philip PanaroPhilip Panaro has more than 25 years of experience facilitating large-scale digital transformations in Fortune 500 firms. He has acquired expertise in a broad range of topics around IT (digital, metaverse, blockchain, AI, cypto, ar/vr, web3.0, cyber, BPO). As a result, he was the founder of BCG Platinion North America & Latin America, PWC Mergers & Acquisitions Integration and KPMG Capital Markets. Philip successfully developed these consulting businesses from scratch and helped lead them to be multi-million dollar global practices. In this episode Philip shares his expertise on Nvidia's growth, Web 3.0, and where we are in the investment cycle.
2024-02-2118 minThe Palumbo Podcast: Your journey to a work optional lifestyle28: Creating Community w/Chad PriceChad Price is an experienced entrepreneur with an impressive track record. He founded Kettlebell Kings back in 2012, shortly after leaving the corporate world. Roughly ten years later, he was able to orchestrate a 3 year multi-million dollar acquisition in 2021. In 2019, Chad pivoted into another passion of his, natural lifestyle products. His new company, Life Grows Green, is uprooting negative stereotypes about hemp and creating new products by only using the elements found in nature. This week, Phil sits down with Chad to discuss what it takes to become a founder, establishing good culture, and building community.
2024-02-0241 minThe Palumbo Podcast: Your journey to a work optional lifestyle27: Approaching Data Analysis w/Veneta DimitrovaVeneta Dimitrova is the Senior U.S. Economist for Ned Davis Research. She is the primary person responsible for formulating the U.S. economic outlook and identifying macroeconomic trends, particularly as they relate to developments in U.S. fixed income and equity markets. Veneta’s focus in recent years has been on trends in the labor market, productivity growth, and income inequality.
In this week's episode, Phil sits down with Veneta to discuss understanding economic data points, the art and science of forecasting, and the current economy.
Veneta is the...
2024-01-1532 minThe Palumbo Podcast: Your journey to a work optional lifestyle26: Private Equity Explained w/Robert CollinsRobert Collins of Partners Group is Head of Private Wealth, Head of the firm’s New York Office, and a member of the Global Executive Board. Robert joined the firm in 2005 as a member of the Private Equity investment team and has 23 years of industry experience. He is President, Portfolio Manager, and Member of the Board of Managers of Partners Group Private Equity (Master Fund). In this episode, Phil sits down with Robert to discuss investing in private companies, value creation, and building a strong portfolio.
2023-12-2229 minThe Palumbo Podcast: Your journey to a work optional lifestyle25: Building a Healthy Relationship with Money w/Lisa ChastainLisa Chastain is a professional money coach who helps passionate and successful women shed the shame and guilt around their finances and to focus on healthy spending instead of restricted budgeting. Lisa is on a mission to support women in becoming the financial leaders of their lives by teaching them how to break through limited money beliefs and make savvy money moves in order to live their best lives. In this episode, Phil and Lisa discuss knowing your values, finding financial balance, and building a healthy relationship with money.
Contact Lisa:
Website: l...
2023-12-1529 minThe Palumbo Podcast: Your journey to a work optional lifestyle24: Update on the Municipal Bond Market w/Andrew ClintonPlease listen in to Philip Palumbo, CEO and CIO, interview Andrew Clinton, of Clinton Investment Management, discussing the state of the municipal bond market, an impending recession, and the greatest risks facing investors today.
2023-11-2427 minThe Palumbo Podcast: Your journey to a work optional lifestyle23: The Balancing Act w/Randy AndersonRandy Anderson, Ph.D., CRE is Partner, Real Assets at Apollo, where he serves as Portfolio Manager of Apollo Diversified Real Estate Fund. Prior to joining in 2022, Randy was Chief Executive Officer of Griffin Capital Asset Management Company, LLC, Chief Economist of Griffin Capital Company, LLC, as well as Portfolio Manager of Griffin Institutional Access Real Estate Fund (now Apollo Diversified Real Estate Fund). Before Griffin, he held senior roles at Bluerock Real Estate LLC, where he was a founding partner and Portfolio Manager of Bluerock Total Income + Real Estate Fund. In this episode, Phil and Randy discuss risk...
2023-10-2040 minThe Palumbo Podcast: Your journey to a work optional lifestyle22: More Success To Be Had w/Brandon SteinerBrandon Steiner is Founder & President of The Steiner Agency, the nation's premiere independent athlete procurement source, and CollectibleXchange, an online platform to buy and sell collectibles. Throughout his decorated career, Brandon amassed great success through serial entrepreneurism and marketing savvy. From sports marketing to memorabilia, and most recently to authorship, Brandon has become proficient in marketing strategy and personal branding as a way to scale success and continue growth. He is also a premier motivational and inspirational speaker. In this episode, Phil and Brandon talk creating value, staying hungry, and looking at your business differently.
2023-10-0632 minThe Palumbo Podcast: Your journey to a work optional lifestyle21: Behavioral Finance w/John NersesianJohn Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments, a first vice president at Merrill Lynch Private Client Group, and a board member - later chairman - of the Investments and Wealth Institute. He is also a faculty member for the IWI Certified Private Wealth Advisor and Certified Investment Management Analyst education programs held at Yale University and The University of Chicago. In this episode, Phil sits down with John to...
2023-09-2943 minThe Palumbo Podcast: Your journey to a work optional lifestyle20: Investing in Biotech and Healthcare w/Marc PentopoulosMarc Pentopoulos has over 20 years of experience investing in healthcare companies, as well as working with small life sciences companies to help them develop their products, create pharmaceutical development and licensing partnerships, and finance their businesses. Marc began his investing career at EGM Capital where he founded the firm's EGM Medical Technology Fund. He currently serves as Founder & Managing Partner at Vista Point Capital and recently co-founded a pharmaceutical company. Tune in to hear Phil and Marc's conversation about the complex process of getting drugs approved, selecting stocks, and the future of the healthcare industry.
2023-07-2842 minThe Palumbo Podcast: Your journey to a work optional lifestyle19: Looking Beneath the Surface of the S&P 500 w/John LuntJohn Lunt has created a variety of diversified, tactical investment strategies used by financial advisors around the country. He co-created the methodologies for more than 10 index strategies calculated by S&P Dow Jones Indices and Nasdaq Global Indices. John has been a featured speaker at investment conferences around the country, and has written extensively about financial markets. He is a charter member of the ETF Strategists Roundtable for key influencers associated with ETF management. From 2001 to 2014, John served on the board of Utah Retirement Systems (URS), a multi-billion pension fund. From 2004 to 2007, he was elected by his peers as board...
2023-06-2324 minThe Palumbo Podcast: Your journey to a work optional lifestyle18: What's Going On In Security, Politics, and Government w/Michael BalboniMichael Balboni is the founder and Managing Partner of Redland Strategies Inc., a consulting firm that aids companies and government agencies. He also serves on several homeland security think tanks, charitable boards dealing with public health, and is a regular contributor as a terrorism expert on national and local television and print media. Before starting Redland Strategies, Michael had been a leader in New York security, politics, and government. He served as New York State Senator and the first Chairman of the Senate Homeland Security Committee. In 2007, Michael become Deputy Secretary for Public Safety and Homeland Security Advisor for...
2023-06-0233 minThe Palumbo Podcast: Your journey to a work optional lifestyle17: Artificial Intelligence & All Its Implications w/Marc WeissMarc Weiss is the Co-founder and Chief Investment Officer of Open Field Capital, an SEC registered investment advisor managing over $100 million in emerging technology assets. Marc co-founded Open Field in 2005 to invest exclusively in emerging technology companies, capitalizing on the partners’ deep experience and networks, with the objective of maximizing capital growth for their investors. Prior to Open Field, Marc was the Director of Research at Amerindo Investment Advisors, Inc., a multi-billion dollar institutional advisor managing public and private emerging technology companies. In this episode, Phil sits down with Marc to discuss the future of artificial intelligence and what it...
2023-05-2642 minThe Palumbo Podcast: Your journey to a work optional lifestyle16: Municipal Bonds over Stocks w/Andrew ClintonPlease listen in to Philip Palumbo, CEO and CIO, interview Andrew Clinton, of Clinton Investment Management, discussing the state of the municipal bond market. Key points are as follows:
Current municipal bond yields offer more value than investing in the S&P 500.
States are very healthy today due to capital that they received during COVID.
Why locking in longer duration bonds make sense relative to short term treasury bills.
How an active municipal bond manager can add value over laddering individual bonds.
Why a recession will happen sometime this year.
2023-05-1929 minThe Palumbo Podcast: Your journey to a work optional lifestyle15: Biotech Investing w/Mark CharestMark G. Charest, Ph.D. is a founding partner of LifeSci Fund Management, LLC and a portfolio manager for the AlphaCentric LifeSci Healthcare Fund. He is an inventor on 8 drug patents and has more than a decade of healthcare investing experience at several specialized $1B+ AUM healthcare technology funds. Mark was a Kauffman Fellow at Panorama Capital where he served on the board of directors of Itero Biopharmaceuticals and was a board observer at Presidio Pharmaceuticals and PowerVision. Prior to his investment career, Mark held an operating role in the oncology area as a Medicinal Chemistry Lab Manager at...
2023-03-1042 minThe Palumbo Podcast: Your journey to a work optional lifestyle14: Freedom Through Franchise w/Kim DalyThis week, Phil is joined by top franchise consultant Kim Daly. Kim has spent the last 20 years helping people achieve financial freedom by enabling them to find the perfect franchise opportunities. Her skill for matching a client’s background, interests, skills, finances and life goals to the ideal opportunity has made her one of the top franchise consultants in the country. She is the creator of “The Daly Plan” – a millionaire mindset coaching program that enabled her to build the largest franchise consulting business in the history of franchise consulting in 2012. Listen in to find out what franchising entails, how Kim...
2022-10-2843 minThe Palumbo Podcast: Your journey to a work optional lifestyle13: Back to Simplicity w/JM RyersonToday we are joined by JM Ryerson, co-founder and CEO of Let's Go Win whose mission is to increase leadership, enhance culture and help teams achieve peak performance. JM places great value on enriching the lives of others by giving them the tools they need to transcend their self-limiting beliefs. Join us to hear what JM has to say about curating your inner circle, raising others up and getting back to your true self.
2022-07-2933 minThe Palumbo Podcast: Your journey to a work optional lifestyle12: Building a Business w/Joe CamberatoThis week we are joined by Joe Camberato, CEO and founder of National Business Capital. It can be challenging for business owners to access the funding they need to grow. That’s why Joe and his team help entrepreneurs find competitive financing. He knows what it's like to start a business from the ground up. Tune in to hear Joe talk business lending, delegation and overcoming challenges.
2022-07-2228 minThe Palumbo Podcast: Your journey to a work optional lifestyle11: Building Grit w/Shannon Huffman PaulsonIf these past two years have shown us anything, it's that you have to have grit. Shannon Huffman Paulson, author of The Grit Factor: Courage, Resilience, and Leadership in the Most Male-Dominated Organization in the World and founder of the Grit Institute, is an expert on pushing through. During her time in the armed forces, Shannon became one of the first women to fly Apache helicopters. She then went on to earn her MBA and help other people on their journeys. Shannon uses the lessons she's learned throughout her education, the army, and her life experiences to coach others...
2022-07-0827 min
The Palumbo Podcast: Your journey to a work optional lifestyle10: Running a Successful Business w/Anne GannonFrom professional golfer to running her own accounting firm, Anne Gannon knows how to find success in any field. Anne's firm, the Largo Group provides accounting and tax services for business owners. She is dedicated to serving her clients and guiding them in running successful businesses. Tune in to hear Anne's thoughts on tax planning, time management and improved efficiency.
2022-07-0135 min
The Palumbo Podcast: Your journey to a work optional lifestyle09: Follow Your Own Path w/Chuck GarciaFormer CMO of Bloomberg and Director of Business Development at BlackRock, Chuck Garcia has mountains of advice for future generations. In addition to figurative mountains, Chuck has climbed Kilimanjaro, the Matterhorn and Mount Elbrus. He knows the importance of shifting one's mindset and pursuing passion. Whether coaching clients or teaching his students at Columbia, his duty as a leader is clear. Tune in to hear Phil and Chuck discuss shifting the education model, the keys to public speaking and following your curiosity.
2022-06-2453 min
The Palumbo Podcast: Your journey to a work optional lifestyle08: Protect Your Energy w/Jason DuncanJason Duncan is a teacher, leader, investor and innovator who helps entrepreneurs and business owners find personal and professional fulfillment. He shares practical systems and processes to create balance. Most importantly, he believes that business should be enjoyed. Tune in to hear Jason talk about his experience in ministry, being selective with your energy and asking the right questions.
2022-06-1741 min
The Palumbo Podcast: Your journey to a work optional lifestyle07: Is the Market Going to Crash? w/Josh CadillacJosh Cadillac is a real estate coach, national speaker and author who knows how to build success in any market. He equips real estate professionals with the education they need to survive in this industry and the tools to convert that knowledge into rapport, credibility and trust. Tune in to hear Josh talk about his experience during the market crash of ’08, the importance of investing and analyzing real estate.
2022-06-1047 min
The Palumbo Podcast: Your journey to a work optional lifestyle06: Working in Media w/Cristina MendonsaCristina Mendonsa is an entrepreneur, award-winning journalist, writer, executive producer, speaker and educator who tells stories with impact and heart. With more than two decades of storytelling experience across multiple platforms, she knows all the tips and tricks to the industry and mentors young journalists and corporate clients in media skills, confidence and story building. Tune in to learn more about dealing with questions you don't know the answer to, remaining objective and saving money.
2022-06-0347 min
The Palumbo Podcast: Your journey to a work optional lifestyle05: Passion and Grit w/Paul AversanoPaul Aversano is a Managing Director with Alvarez & Marsal and the Global Practice Leader of A&M’s Global Transaction Advisory Group. For over 25 years, he has led both buy-side and sell-side financial and accounting due diligence projects for complex public and private company transactions, as well as transactions in the capital markets. He learned the importance of grit and a willingness to learn at a very early age. Tune in to hear Phil and Paul discuss work ethic, making objective decisions, and finding good employees.
2022-05-2738 minThe Palumbo Podcast: Your journey to a work optional lifestyle04: Create Your Future w/Kunal SethKunal Seth is one of Houston's top real estate agents and a master at building and managing an effective team. After making the decision to come to America, Kunal soon discovered the pitfalls of the corporate world and decided to pursue passion and freedom. He now coaches business owners, entrepreneurs, and employees on how to control their financial independence and create generational wealth. Listen in to learn more about analyzing risks, crafting an exit strategy, and taking back your freedom.
2022-05-2033 min
The Power ProfilePP #7 Philip Palumbo - Power of MoneyPhilip Palumbo is founder and CEO of Palumbo Wealth Management and host of the Philip Palumbo show. In this episode we talk about the power of money to help us reach our potential in life and how he's convinced thousands of clients and investors to live in the present and retire the word "retire".
2022-05-1731 minThe Palumbo Podcast: Your journey to a work optional lifestyle03: Evaluating the Market w/Andrew ClintonOn this episode, Philip talks to Andrew Clinton, founder of Clinton Investment Management, about municipal bonds, capital markets and the importance of a good team that feels valued. Listen in to learn more about evaluating the market and diversifying investments to reach your highest success.
2022-05-1351 minThe Palumbo Podcast: Your journey to a work optional lifestyle02: The Next Play w/Richie ContartesiDo you know what your next play is? Philip talks to Richie Contartesi, author, speaker and founder of Next Play, about how he implements the mindset he developed during college football to help others who are feeling stuck. Contartesi explains how to increase accountability and focus on your next play. Learn how to shift your mentality and break down success on a week-to-week basis. Just take it one day at a time!
2022-05-0651 minThe Palumbo Podcast: Your journey to a work optional lifestyle01: It's Not Just Business w/Bill GordonPhilip talks to his Senior Adviser, Bill Gordon, about all things business - crafting strategy, taking risks and defying doubts. Gordon shares his experience attending Harvard Business School, working on Wall Street, why he left and how he achieved incredible success on his own. Learn how to boost your value proposition and set yourself up for success in whatever field you're in!
2022-04-2958 min
The Next Play43: How To Grow Your IncomeThis episode will help you grow not only your companies income, but other peoples income.
Phil Palumbo has been doing this for over 23 years. Philip G. Palumbo is CEO and Chief Investment Officer and the Founder of Palumbo Wealth Management. He served as Senior Vice President and Senior Portfolio Manager at UBS before forming Palumbo Wealth Management, a full-service boutique wealth management firm. Philip has held senior roles with several major financial institutions and he has successfully assisted families and individuals navigate some of the most challenging market environments in recent history. The leadership Philip provided...
2022-02-2132 min
Midwest MurderE24: Tragedy That Doesn’t End: Murder for HireFAN MAIL TEXT HOTLINE A young mother dies, leaving her husband and daughter to grieve and pick up the pieces…until her husband is found murdered.Victim: Philip Gattuso JrLocation: Fargo, NDSupport the showhttps://linktr.ee/midwestmurderpod
2021-09-1348 min
Unsolved Mysteries RewindSneha Philip, Souvenir Killer, Bowen out and Fallen StarIn this episode the discussion looks at Season 12, Episode 3 of Unsolved Mysteries.
Ground Zero
Arizona Souvenir Killer
Bowen Out
Fallen Star
Join us this week as we discuss the mysterious disappearance of Dr. Sneha Philip. Along the way we question police methods in the Diane Shawcroft & Jenny Lueth investigation, review Jerry Lee Bowen’s browser history and speculate wildly about Star Palumbo.
As always, thank you to Mat Graham from Artificial Fear for allowing us to use his amazing cover of the Unsolved Mysteries Theme Song! Check out his YouTube Channel here: https://www.youtube.co...
2021-01-2000 min